• In October 2016, Asgard advised Beaufort Group on finding a new strategic investor and on raising additional capital from both existing and new private shareholders
• Beaufort Group was founded in 2012 and consists of a national chartered financial planning network and its own directly-authorised IFA, together with a discretionary fund manager which manages a large proportion of the assets under influence of the IFA firms
• The new money will enable Beaufort Group to invest in the expansion of the network and in broadening its investment management capabilities and products
• In addition, Asgard wrote for Beaufort Group “Dispelling the Valuation Myths”, a published report about IFA valuation

“Asgard Partners produced an excellent information memorandum and was active in bringing this to the attention of a number of high-calibre third party investors. We are pleased with the successful outcome of the fund-raising and for their help in this, and we are also grateful to Asgard for writing a separate and well-received published report on IFA valuation at our request. We are happy to recommend them.”
Simon Goldthorpe and Andrew Bennett, Chairman and CEO, Beaufort Group