Falco

What Falco does

Falco Group is a privately-owned UK investment group established in 2012, structured as a holding company over two operating subsidiaries: Falco Capital Limited (asset management) and Falco Private Wealth Limited (FCA-regulated wealth management), with the Falco Investment Platform serving as a digital distribution layer for qualified investors. Falco Capital deploys capital directly into private market investments spanning real estate debt, real estate equity, and private equity, backing sponsors, business owners, and third-party managers sourced through UK and international networks; disclosed deals include a £4.6m mezzanine loan on the Anchorage Gateway Build-to-Rent scheme in Salford (repaid May 2025), a £2.5m equity investment in a 162-bed Valencia PBSA joint venture with Amro Real Estate Partners, a £3.2m equity and mezzanine debt package into fintech lender Juice Ventures, and a £2.3m raise for hyperscale data centre land near Abbots Langley. Falco Private Wealth delivers traditional wealth management — asset allocation, cash management, due diligence, estate and philanthropy planning — to UK-based High Net-Worth Individuals, Sophisticated Investors, Family Offices, and Business Owners, while the Investment Platform offers these clients digital access to Falco Capital deals and Private Wealth model portfolios.

Revenue is generated through management fees and performance-based returns on deployed capital (Falco Capital), advisory and management fees on holistic wealth mandates (Falco Private Wealth), and platform-level access fees (Investment Platform). Pricing is not publicly disclosed and is tailored to individual client needs subject to FCA high-net-worth and self-certified sophisticated investor thresholds. Go-to-market is hybrid: direct advisory relationships paired with content marketing through weekly market updates and investment research, supported by a self-serve digital onboarding flow. Operational footprint covers London (trading HQ), Dubai (regional office at DIFC serving the Middle East), and Rochford, Essex (registered office). Headcount is 11-50 employees; total AUM and revenue are not publicly disclosed.

The investment ethos emphasises partnership with entrepreneurs, long-term client relationships, and transparency on fees and performance, positioning Falco against both traditional private banks and direct deal-sourcing platforms. Strategic posture in 2024-2026 shows broadening into adjacent verticals — digital infrastructure real assets, fintech private credit, and co-ownership housing — alongside geographic expansion into Spain and the UAE, executed through targeted co-investments and joint ventures rather than large-scale institutional capital raises.

Name

Falco

Legal name

Falco Group Limited

Website

https://falcogroup.co.uk

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Falco Group is a privately-owned UK investment group founded in 2012, operating Falco Capital (asset management), Falco Private Wealth (FCA-regulated wealth management), and the Falco Investment Platform to give HNW and Sophisticated investors access to private market deals in real estate, private equity, and fintech credit.

Ownership category

akta.pro rank

Product category

Wealth and Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Financial Planning–Led RIAs (FSAAACAB), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Private wealth management
• Asset management services
• Private market investments
• Investment platform
• High net-worth advisory

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Asset Management (Falco Capital): Falco Capital backs sponsors, business owners and third party managers through specialist in-house expertise, investing across private market investments including real estate debt, real estate equity, and private equity. Revenue generated through management fees and performance-based returns on invested capital.
2. Private Wealth Management: Falco Private Wealth provides comprehensive wealth management services including asset allocation advice, cash management, due diligence, holistic financial planning, legal and philanthropy services. Revenue derived from advisory and management fees for managing full estate portfolios.
3. Investment Platform: The Falco Investment Platform offers digital access to private market investments and model portfolios for HNW and Sophisticated investors, generating platform fees and potentially transaction-based revenue.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Falco Group is a privately-owned investment group established in 2012 that operates an integrated platform of asset management, private wealth management, and a digital investment platform. Falco Capital provides specialist in-house expertise to back sponsors, business owners and third-party managers across private market investments in real estate debt, real estate equity, and private equity. Falco Private Wealth delivers comprehensive wealth management services including asset allocation, cash management, due diligence, and financial planning, while the Falco Investment Platform offers High Net-Worth and Sophisticated investors digital access to these private market investments and model portfolios.

Product overview

Falco Group is a privately-owned investment group established in 2012, operating as a platform of three interconnected services: Falco Capital (asset management), Falco Private Wealth (wealth management), and the Falco Investment Platform (digital investment access). The platform architecture comprises core investment offerings including Falco Capital's private market investments in real estate debt, real estate equity, and private equity, alongside Falco Private Wealth's tailored wealth management solutions. The Falco Investment Platform serves as the digital gateway for High Net-Worth and Sophisticated investors to access these private market investments. Specific investment products under management include the Strategic Land Acquisition for hyperscale data centre development, the Anchorage Gateway build-to-rent project, Valencia PBSA student accommodation, and Juice Ventures technology-driven lending platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Falco Capital Falco Capital provides specialist in-house expertise to back sponsors, business owners, and third-party managers sourced through networks in the UK and overseas, focusing on private market investments including real estate debt, real estate equity, and private equity.
• Falco Private Wealth Falco Private Wealth delivers the full range of traditional wealth management services, simplifying the investment and wealth planning process by removing unnecessary fee layers and tailoring solutions to each client's unique needs, goals, and priorities, including asset allocation advice, cash management, due diligence, holistic financial planning, and legal and philanthropy services.
• Falco Investment Platform

Quantifiable outcome

• 117% Forecast Annualised Returns on Strategic Land Acquisition
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Data Centre DevelopercoreStrategic or Co-development Partner · 1 January 2024Specialist data centre developer holds an option to acquire strategic land parcels near Abbots Langley, Hertfordshire for £20 million plus RPI indexation. The developer called in planning appeal that was approved by Secretary of State in May 2025. Full exit expected by Q3 2026 with 117% forecast annualised returns.
• Cole WaterhousecoreStrategic or Co-development Partner · 1 June 2021Cole Waterhouse served as the Sponsor for the Anchorage Gateway Build-to-Rent development in Salford. Falco provided £4.6m mezzanine development loan. Project achieved practical completion ahead of schedule in September 2023 with 98% occupancy within 7 months.
• Amro Real Estate PartnerscoreStrategic or Co-development Partner · 1 January 2021Joint venture partnership for development of Purpose Built Student Accommodation (PBSA) across Spain. Falco provided £2.5m equity investment for 162-bed Valencia scheme, the fourth acquisition under the joint venture. Asset designed to highest sustainability standards (BREEAM Outstanding, FITWELL 3*, WIRED SCORE Platinum).

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Tatton Investment Management: UK discretionary investment manager (c.£15bn AUM) offering model portfolios and managed portfolio services to IFAs and direct clients. Comparable as a UK investment platform providing model portfolios and discretionary management services to HNW and Sophisticated investors via both advised and direct channels.
• Evelyn Partners: UK wealth management and professional services group (c.£60bn AUM) offering investment management, financial planning, and tax advice to HNW clients and entrepreneurs. Directly comparable as a UK-based wealth manager with strong entrepreneur/HNW client overlap and an integrated wealth planning proposition.
• Charles Stanley: UK wealth manager (c.£30bn AUM) offering investment management, wealth planning, and financial advice to private clients, trusts, and charities. Directly comparable as an FCA-regulated UK wealth manager serving HNW individuals with personalised advice and discretionary portfolio management.
• Killik & Co: Privately-owned UK wealth manager focused on long-term financial planning and investment management for HNW individuals across multiple generations. Closely comparable as a privately-held, founder-led UK wealth manager with an ethos similar to Falco's — entrepreneurial heritage, partnership-style client relationships, and bespoke planning-led advice.
• Brooks Macdonald: UK wealth manager (c.£20bn AUM) providing discretionary investment management and financial planning to HNW individuals, intermediaries, and institutions. Comparable as a UK wealth platform offering model portfolios and discretionary management to HNW and Sophisticated investors through a hybrid digital-advisory model.
• Rathbones Group: UK-listed wealth manager (c.£110bn AUM) providing investment management, wealth planning, and financial advice to HNW individuals, families, and charities. Directly comparable as a UK wealth manager with discretionary portfolio management, financial planning services, and a multi-channel advisory model targeting similar client segments.

Broad incumbents

• Brewin Dolphin (RBC Wealth Management UK): UK wealth manager (c.£65bn AUM, part of RBC) providing discretionary investment management and wealth planning to private clients, charities, and intermediaries. Comparable as an FCA-regulated UK wealth platform serving HNW individuals, though operating at significantly larger scale under a global banking parent's umbrella.
• St. James's Place: UK's largest wealth manager (c.£170bn AUM) serving HNW and mass-affluent clients with bespoke financial planning and investment solutions. Comparable as a UK-based, FCA-regulated wealth platform targeting similar HNW and Sophisticated investor segments, though at materially larger scale and broader product breadth.
• Quilter: UK wealth manager (c.£100bn AUM) operating through a national adviser network and platform-based investment solutions. Comparable as a UK FCA-regulated wealth platform serving HNW and mass-affluent clients, though at substantially larger scale and with a primarily advised (rather than digital self-serve) distribution model.

Emerging players

• IW Capital: UK private investment platform offering EIS/SEIS portfolios and direct private market investments to HNW and Sophisticated investors. Comparable as a UK platform that distributes private market deal flow (real estate, growth equity) to retail HNW investors through a digital onboarding flow — similar target investor profile and product positioning to Falco's Investment Platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/falcoinvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Falco