FCP Co-investment Portfolio

 

Moneybox (co-investment with apis)

Founded in 2016, Moneybox is a UK-based digital wealth management platform offering a comprehensive suite of services, including saving, investing, home-buying, and retirement planning. The company is the UK’s leading digital provider of Individual Savings Accounts (ISAs), delivering an intuitive platform that enables mass-market access to tax-wrapped products and long-term wealth accumulation strategies.

With over 1.8 million customers and more than £18 billion in assets under administration as of Q1 2025, Moneybox is uniquely positioned to address the financial needs of the over 10 million UK consumers who remain overly reliant on cash savings, helping them unlock the potential of long-term investing.

www.moneyboxapp.com

Fiduciary Co-investment Partners LLP (FRN: 800704) is an appointed representative of Access Equity Management Limited (FRN: 207801) which is Authorised and regulated by the Financial Conduct Authority.