IntegraFin

IntegraFin Holdings plc is a United Kingdom financial-services company focused on investment-platform infrastructure. Its principal operating subsidiary, Integrated Financial Arrangements Limited (IFAL), operates Transact, a wrap investment platform serving UK financial advisers and their clients. The platform is designed to bring investment administration, portfolio management, trading and reporting activities into a coordinated service for advisers and investors. The business originated in London in April 1999, when Ian Taylor and Mike Howard began developing the company from premises above the Firehouse restaurant on Tabernacle Street in Shoreditch. This early history places IntegraFin within the UK’s specialist investment-platform sector rather than the conventional retail-banking or asset-management categories. Its business model is centred on technology and administration supporting adviser-led investment relationships. Transact is the central commercial offering associated with the group. It provides a wrap service through which advisers and their clients can manage investments and related administration on a single platform. The service is aimed at professional users who need tools for portfolio oversight, dealing and consolidated information rather than a purely direct-to-consumer brokerage proposition. IntegraFin became a listed company through an initial public offering in March 2018. The flotation valued the company at approximately £650 million at the time of the offering. Following its listing, IntegraFin Holdings plc traded on the London Stock Exchange under the ticker IHP and became a constituent of the FTSE 250 Index. The listed holding-company structure distinguishes IntegraFin from Transact, which is the operating platform brand delivered through IFAL. The available reference material identifies the United Kingdom as the company’s operating market and does not establish a significant international consumer footprint. IntegraFin’s positioning is therefore best described as a specialist UK investment-platform provider for financial advisers and their clients. Its principal brand value lies in combining platform technology, investment administration and adviser-facing functionality within the Transact service.

IntegraFin’s origins date to April 1999, when Ian Taylor and Mike Howard started the business in London. The founders worked from a flat above the Firehouse restaurant on Tabernacle Street in Shoreditch, an early setting that reflects the company’s development as a specialist financial-services venture rather than as an established bank or diversified financial conglomerate. The company’s operating model became associated with Transact, an investment platform operated by Integrated Financial Arrangements Limited, or IFAL. Transact provides a wrap service for UK financial advisers and their clients. In practical terms, the platform brings together investment administration and adviser-oriented portfolio services, including tools for managing investments, executing transactions and producing consolidated information. IntegraFin is the listed holding company above IFAL. It undertook an initial public offering in March 2018, when the flotation valued the company at approximately £650 million. The listing placed IntegraFin Holdings plc on the London Stock Exchange under the ticker IHP. The company subsequently became a constituent of the FTSE 250 Index, giving it a recognised position among larger UK-listed companies. The available reference material presents the group as focused on the UK market. It does not document a separate international consumer brand architecture or a broad portfolio of unrelated financial products. Instead, the corporate identity is closely linked to the Transact platform and to the needs of advisers and their clients. IntegraFin’s history is therefore primarily a story of building, operating and publicly listing a dedicated investment-platform business.

• 2018

  Initial public offering

  [1]IntegraFinen.wikipedia.org

  IntegraFin Holdings plc completed an initial public offering in March 2018. The offering valued the company at approximately £650 million.

• 2018

  London Stock Exchange listing

  [1]IntegraFinen.wikipedia.org

  Following its flotation, IntegraFin traded on the London Stock Exchange under the ticker IHP and became a constituent of the FTSE 250 Index.

• 1999

  Business founded in London

  [1]IntegraFinen.wikipedia.org

  Ian Taylor and Mike Howard founded the business in April 1999, initially working from premises above the Firehouse restaurant on Tabernacle Street in Shoreditch.

A specialist UK investment platform for financial advisers and their clients, combining wrap administration with portfolio management, trading and reporting functionality.

• Investment platform

  Transact

  Transact is the group’s principal investment-platform offering and is operated by Integrated Financial Arrangements Limited. It provides a wrap service for UK financial advisers and their clients, supporting investment administration, portfolio management, trading and reporting through a coordinated platform. The service is positioned for adviser-led investment relationships rather than as a general mass-market banking product.

• 2018

  Public listing through an initial public offeringOther

  Background

  IntegraFin pursued a public-market listing after developing its investment-platform business around the Transact service operated by IFAL.

  Action taken

  The company completed an initial public offering in March 2018 and began trading on the London Stock Exchange under ticker IHP.

  Aftermath

  IntegraFin became a listed UK company and was subsequently included in the FTSE 250 Index.

  Approximate company valuation at IPO. Approximately £650 million (March 2018)

  Source

1. 1IntegraFinen.wikipedia.org
2. 2IntegraFin official websiteintegrafin.co.uk