Advanta Invest

Advanta Invest is a discretionary investment management firm that manages a range of risk-rated model portfolios. The firm is supported by a team of qualified investment professionals and external specialists, focusing on managing investments to meet client needs.
  • Risk-rated model portfolios
  • Discretionary Investment Management

Size
Small
Phone
N/A
Email
N/A
Locations
121 W Regent St, G2 2SD
02038332750
Digital Popularity
Social Media
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Company Details
Advanta Invest is operated by Advanta Invest Ltd and is a Active company incorporated on 24 June 2020 with the registered office located in London, Greater London. Advanta Invest Ltd was registered 5 years ago.

Status
Active
Size
Small
Directors
4
Age
5 years old
Employees
2
Turnover
£2.5M
Total Assets
£876.25K
Cash in Bank
£562.16K
Total Liabilities
-£184.3K

Director • British • Lives in Scotland • Born in Feb 1987
Director • British • Lives in England • Born in Apr 1970
Director • British • Lives in UK • Born in Jul 1973
Director • British • Lives in England • Born in Dec 1977
Beech Tree GP Iii Limited (As General Partner On Behalf Of Beech Tree Private Equity Partners Iii, LP)
PSC
Teams
All
5
Investment
2
Governance
1
Advisory
1
Other
2
Director - Chief Investment Officer • Joined Jan 2022
Non Executive Chair • Joined Dec 2023
Senior Investment Research & Operations Analyst • Joined Jan 2023
Investment Administrator • Joined Mar 2025
Member Of ESG Working Group • Joined Jan 2022
Investment Specialist • Joined Oct 2024
Investment Administrator • Joined Mar 2025
Non Executive Chair • Joined Dec 2023
Member Of ESG Working Group • Joined Jan 2022
Director - Chief Investment Officer • Joined Jan 2022
Senior Investment Research & Operations Analyst • Joined Jan 2023