Universal Investment acquires Cadarn Capital

Universal Investment has announced the acquisition of London-based fund distribution and investor relations firm Cadarn Capital.

Cadarn Capital was founded in 2023 and provides active fund distribution and investor relations services to asset managers, supporting investor engagement, capital raising, and expanding their distribution reach.

It has built relationships with wealth managers, family offices, and institutional investors in the UK and Europe, and is authorised to operate in the UK, Ireland, the Nordics, Benelux, Germany, and Switzerland.

Universal Investment said the acquisition complemented its existing distribution presence in the DACH region by adding investor relations and active distribution capabilities in the UK and the Nordics.

The acquisition aims to support Universal Investment’s long-term growth strategy by combining organic development and transactions to offer a full-service platform to its international client base.

“We are delighted to welcome Cadarn Capital to Universal Investment,” said Universal Investment group CEO, Francesca McDonagh.

“Cadarn brings highly complementary expertise in active fund distribution and investor relations, strong client relationships, and deep knowledge of key investor markets.

“The combination of Cadarn’s specialist capabilities and Universal Investment’s leading pan-European platform is unique.

“Universal’s acquisition of Cadarn Capital further enhances our ability to enable clients’ distribution and investor engagement strategies across Europe and supports our ambition to be the platform of choice for asset managers and institutional investors.”

Cadarn Capital managing director, David Harris, added: “Since founding Cadarn Capital, our focus has been on helping asset managers connect with investors and raise capital through a highly targeted, relationship-driven approach.

“Becoming part of the Universal Investment Group enables us to combine that specialist expertise with the scale and infrastructure of Europe’s leading fund services platform. We look forward to continuing to support our clients while creating new opportunities for growth together.”

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