ACG Group

What ACG Group does

ACG Group is a London-headquartered, founder-led multi-family office and investment firm established in 2010 by Alberto Ferro-Villani and his family. The firm delivers an integrated platform spanning institutional-grade segregated custody, discretionary multi-asset investment management, execution and clearing access to more than 100 global exchanges, and an in-house investment banking capability focused on bond structuring. It is regulated across four jurisdictions — FCA (UK), FINMA (Switzerland), CSSF (Luxembourg), and ADGM (UAE) — and operates offices in London, Lugano, Luxembourg, and Abu Dhabi.

The product portfolio includes the EUR 300 million CreditHarbor Note Programme targeting SMEs and renewable energy issuers, a mobile application, and a client portal, layered on top of the custody and investment solutions stack. The firm monetises through AUM-based fees on USD 3.4 billion of Assets Under Services (as of 1 January 2026), execution and clearing commissions, investment banking structuring and placement fees, and advisory charges. Its stated client segments are private investors, family offices, institutional clients, and entrepreneurs/private companies, distributed across the UK, continental Europe, Switzerland, the Gulf, and selected Asian markets. Headcount sits in the 51–100 range, and the firm has not raised external funding.

Name

ACG Group

Legal name

ACG Advisors Group (UK) Ltd

Website

https://acg.group

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

ACG Group is a London-headquartered, multi-jurisdictional multi-family office founded in 2010 that provides custody, discretionary investment management, multi-exchange execution/clearing, and bond structuring services to private investors, family offices, institutions, and entrepreneurs across the UK, Switzerland, Luxembourg, and the UAE.

Ownership category

akta.pro rank

Product category

Private Wealth Management and Investment Banking

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

akta.pro secondary industry

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Wealth management services
• Institutional asset custody
• Investment banking advisory
• Multi-asset investment solutions
• Execution and clearing

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management / AUM Fees: ACG manages client assets through discretionary investment mandates, generating fees based on assets under management. The firm provides custody, investment solutions, and portfolio management services with institutional-grade oversight.
2. Execution and Clearing Fees: Fees generated from trade execution services across global exchanges, including direct market access to 100+ exchanges and dark pools, with integrated post-trade clearing and settlement services.
3. Investment Banking Services: Capital markets advisory and bond issuance support for entrepreneurs and private companies, including bond structuring, distribution, placement, and post-issuance services. Revenue includes structuring fees and placement commissions.
4. Advisory and Wealth Management Fees: Advisory services including strategic financial advisory for capital raising, refinancing, and investment decisions, serving business owners, project sponsors, and private issuers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

ACG Group is a privately held investment bank and multi-family office providing four core service pillars to professional clients, family offices, and institutional investors: (1) Custody of Assets with segregated account structures, (2) Investment Solutions through discretionary multi-asset strategies, (3) Execution & Clearing with direct market access to 100+ global exchanges, and (4) Investment Banking Services including bond structuring and placement. The firm is complemented by the CreditHarbor Note Programme, a EUR 300M structured finance platform for SME and renewable energy financing.

Product overview

ACG Group is an investment bank and multi-family office offering a unified platform of wealth management and capital markets services. The core offering spans four interconnected pillars: Custody of Assets (institutional-grade segregated custody), Investment Solutions (actively managed multi-asset strategies), Execution & Clearing (direct market access to 100+ global exchanges), and Investment Banking Services (bond structuring and capital markets). These services are complemented by the CreditHarbor Note Programme for structured SME financing, the ACG Group App for mobile portfolio access, and the ACG Group Client Portal for desktop-based account management. The platform delivers institutional-grade tools to private clients through a vertically integrated model combining custody, execution, investment management, and advisory under one structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Custody of Assets Institutional-grade custody services with segregated account structures, designed for safety, compliance, and security. Provides legal segregation, multi-currency support, real-time portfolio access, and 24/7 digital platform access. Targets professional clients, family offices, and institutional investors who require transparent custody infrastructure without the counterparty risk of traditional private banks.
• Investment Solutions Actively managed multi-asset strategies focused on absolute returns. Includes discretionary portfolio management across global equities, fixed income and macro, quantitative models, credit and private markets, with a risk framework built for private clients. Targets sophisticated private investors, family offices, and institutional clients seeking institutional-grade portfolio management.
• Execution & Clearing Low-latency execution and clearing services providing direct market access to over 100 global exchanges and dark pools. Multi-asset execution across equities, bonds, and ETFs with integrated post-trade services synchronized with custody and portfolio accounts. Targets institutional investors, family offices, and professional clients requiring global market access.
• Investment Banking Services Capital markets platform for private issuers, including bond structuring, distribution and placement, advisory support, and post-issuance services. Supports entrepreneurs and private companies in raising capital through structured bond offerings, including strategic financial advisory for capital raising, refinancing, and investment decisions.
• CreditHarbor Note Programme EUR 300M structured finance platform dedicated to SMEs and the Renewable Energy sector. Enables private bond issuances with institutional-grade documentation, regulatory compliance support, Euroclear and Clearstream eligibility, and connection to institutional investors. Targets SMEs, project sponsors, and private issuers seeking capital markets access.

Quantifiable outcome

• Average annualized volatility of approximately 4% targeted by ACG strategies since inception
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered core and supporting.

• DWF (Law Firm)coreImplementation/ SI/ Consulting PartnerDWF's European debt capital markets team provided legal support for the EUR 300M CreditHarbor Note Programme launch, with Luca Lo Pò as European head, assisted by teams in the UK, Luxembourg, and Cyprus.
• Dechert LLPsupportingImplementation/ SI/ Consulting PartnerInternational law firm Dechert provided legal assistance to the counterparty in the EUR 18M acquisition financing transaction for the UK digital venture media company.
• DWF (Law Firm)coreImplementation/ SI/ Consulting PartnerDWF provided legal support for the EUR 12.5M CreditHarbor note issuance in March 2025, with Luca Lo Pò and team providing debt capital markets expertise.
• Abu Dhabi Chamber of Commerce and IndustrysupportingStrategic or Co-development PartnerOrganized the Abu Dhabi-London Business Connect 2025 forum that brought together over 200 public and private sector entities to strengthen investment ties between UAE and UK.
• Marjac AvocatssupportingImplementation/ SI/ Consulting PartnerLuxembourg-based law firm providing legal support for the CreditHarbor Note Programme transactions.
• Michael Kyprianou Law FirmsupportingImplementation/ SI/ Consulting PartnerCyprus-based law firm providing legal support for the CreditHarbor Note Programme transactions.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• J. Safra Sarasin: Established Swiss private bank offering wealth management, investment advisory, and asset management across global booking centres. Comparable on multi-jurisdictional wealth management but with substantially larger balance sheet and broader product set.

Direct peers

• EFG International: Switzerland-headquartered private bank focused on UHNW and family-office clients with global booking centres. Comparable as a mid-sized, internationally-domiciled private bank serving internationally mobile private investors.
• Quilter Cheviot: UK discretionary investment manager serving private clients, family offices, and trusts with multi-asset portfolios. Comparable as a UK-domiciled discretionary investment firm offering institutional-grade portfolios to private investors.
• Investec Wealth & Investment: International private bank and wealth manager with UK, Channel Islands, and international operations serving HNW private clients and entrepreneurs. Comparable given entrepreneur-focused value proposition and integrated investment platform.
• Cazenove Capital: UK-based investment manager and multi-family office serving UHNW clients and charities with discretionary portfolio management and investment banking advisory. Comparable as a UK-domiciled MFO/investment firm with institutional-grade solutions for private investors.
• Vontobel: Swiss wealth manager and investment bank combining asset management, wealth management, and investment banking with active multi-asset strategies. Comparable given ACG's Swiss footprint and integrated custody, execution, and capital markets model.
• Brown Shipley: UK private bank and wealth manager offering discretionary investment management, lending, and family office services to HNW individuals. Comparable as a UK-domiciled, mid-sized private bank with private investor focus.
• Bordier & Cie: Independent Swiss private bank offering wealth management, structuring, and execution services to private clients across multiple jurisdictions. Comparable as a similarly sized, family-controlled private bank with cross-border ambitions.
• Kleinwort Hambros: UK- and Channel Islands-based private bank providing discretionary wealth management and investment services to UHNW individuals and families. Comparable as a UK-anchored private bank with continental European reach serving family-office-style clients.

Regional players

• Weatherbys Private Bank: UK private bank focused on HNW individuals, family trusts, and entrepreneurs with bespoke investment management. Comparable as a UK-focused private bank targeting similar client segments though without the multi-jurisdictional capital markets capability.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/acggroupuk

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about ACG Group