Company IntegraFin Holdings plc

Equities

IHP

GB00BD45SH49

Financial Technology (Fintech)

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for IntegraFin Holdings plc

EPS Revisions

Annual profits - Rate of surprise

Sector Financial Technology (Fintech) (NEC)

Market Closed - London S.E. Other stock markets 11:35:25 2024-04-18 am EDT			5-day change	1st Jan Change
296 ^GBX	+2.07%		+6.86%	-2.37%

Apr. 17	BofA cuts Ashmore; JPMorgan lifts Fresnillo	AN
Apr. 16	Integrafin funds under direction rise as hails platform	AN

IntegraFin Holdings plc is a United Kingdom-based investment platform company. The Company is an operator of Transact, the United Kingdomâs investment platform for clients and the United Kingdom financial advisers. The Company operates through three segments: Investment administration services segment comprises services performed by Integrated Financial Arrangements Ltd (IFAL), which is the provider of the Transact wrap service; Insurance and life assurance business segment comprises IntegraLife UK Limited (ILUK) and IntegraLife International Limited (ILInt), insurance companies which provide the Transact Personal Pension, Executive Pension, Section 32 Buy-Out Bond, Transact Onshore and Offshore Bonds, and Qualifying Savings Plan on the Transact platform; Adviser back-office technology segment comprises Time4Advice (T4A), provider of financial planning technology to adviser and wealth management firms via the CURO adviser support system.

Number of employees: 649

GBP in Million	2022	Weight	2023	Weight	Delta
Consolidated Adjustments -56.3 %	-64	-48.2 %	-76	-56.3 %	+18.01%
Other 56.3 %	64	48.2 %	76	56.3 %	+18.01%
Investment Administration Services 49.9 %	68	50.5 %	67	49.9 %	-0.30%
Insurance and Life Assurance 46.6 %	62	46.6 %	63	46.6 %	+0.96%
Adviser Back-office Technology 3.6 %	4	2.9 %	5	3.6 %	+23.08%

GBP in Million	2022	Weight	2023	Weight	Delta
United Kingdom 95.9 %	128	96.0 %	129	95.9 %	+0.86%
Isle of Man 4.1 %	5	4.0 %	6	4.1 %	+3.77%

Managers	Title	Age	Since
Michael Howard FOU	Founder	66	99-03-31
Alexander Scott CEO	Chief Executive Officer	54	09-09-30
Euan Marshall DFI	Director of Finance/CFO	47	23-01-02
Jonathan Gunby BRD	Director/Board Member	65	10-12-31
Luke Carrivick IRC	Investor Relations Contact	-	11-03-31
Gill Marples PRN	Corporate Officer/Principal	-	14-03-31
Helen Wakeford LAW	General Counsel	-	11-12-31
Jane Melanie Isaac AUD	Comptroller/Controller/Auditor	55	00-01-31
David Johnson LAW	General Counsel	-	08-10-31

Members of the board	Title	Age	Since
Caroline Banszky BRD	Director/Board Member	71	18-08-21
Richard Cranfield CHM	Chairman	68	19-06-25
Rita Dhut BRD	Director/Board Member	-	21-09-21
Alexander Scott CEO	Chief Executive Officer	54	09-09-30
Charles Lister BRD	Director/Board Member	64	19-06-25
Christopher Munro BRD	Director/Board Member	74	15-12-31
Victoria Cochrane BRD	Director/Board Member	67	18-09-27
Michael Howard FOU	Founder	66	99-03-31
Jonathan Gunby BRD	Director/Board Member	65	10-12-31
Euan Marshall DFI	Director of Finance/CFO	47	23-01-02

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	331,322,014	245,521,860 ( 74.10 %)	0	74.10 %

Name	Equities	%	Valuation
Michael Howard 9.658 %	32,000,000	9.658 %	112 M p
BlackRock Investment Management (UK) Ltd. 7.116 %	23,577,910	7.116 %	83 M p
Liontrust Investment Partners LLP 5.104 %	16,910,112	5.104 %	59 M p
Evenlode Investment Management Ltd. 4.965 %	16,451,117	4.965 %	58 M p
Montanaro Asset Management Ltd. 3.030 %	10,040,000	3.030 %	35 M p
The Vanguard Group, Inc. 2.938 %	9,735,000	2.938 %	34 M p
Royal London Asset Management Ltd. 2.559 %	8,478,000	2.559 %	30 M p
Baillie Gifford & Co. 2.342 %	7,759,342	2.342 %	27 M p
Ninety One UK Ltd. 2.274 %	7,533,661	2.274 %	26 M p
Janus Henderson Investors UK Ltd. 2.272 %	7,528,000	2.272 %	26 M p

Name	Equities	%	Valuation
TR PROPERTY INVESTMENT TRUST PLC 4.00%	12,702,381	4.00%	52,150,387 $
BLACKROCK THROGMORTON TRUST PLC 6.96%	6,492,572	6.96%	48,144,239 $
ABERFORTH SMALLER COMPANIES TRUST PLC 3.01%	2,531,538	3.01%	43,108,573 $
NEWRIVER REIT PLC 4.98%	15,623,426	4.98%	15,966,673 $
CT PRIVATE EQUITY TRUST PLC 1.57%	1,139,634	1.57%	6,334,428 $
CHELVERTON UK DIVIDEND TRUST PLC 10.01%	2,155,638	10.01%	3,798,730 $
SDX ENERGY PLC 6.02%	12,316,881	6.02%	567,931 $
WORSLEY INVESTORS LIMITED 3.72%	1,543,848	3.72%	483,672 $
SVM UK EMERGING FUND PLC 3.82%	229,044	3.82%	177,944 $

Integrafin Holdings Plc

29 Clements Lane

EC4N 7AE, London

+44 20 7608 4900

http://www.integrafin.co.uk

Name	Category and Sector
Integrated Financial Arrangements Ltd. Integrated Financial Arrangements Ltd. Investment ManagersFinance Integrated Financial Arrangements Ltd. operates as a wrap service provider. It provides online administrative support tool for financial advisers to help them manage their clients’ portfolios. The firm offer full model portfolio capability online, capital gains reporting for multiple clients links to a wide choice of discretionary investment managers, SIPP providers and other third parties, a full suite of forms that pre-populate, VAT capability on adviser payments. The company was founded in 2000 and is headquartered in London, the United Kingdom.	Investment Managers
IntegraLife UK Ltd. IntegraLife UK Ltd. Life/Health InsuranceFinance Founded in 1964, IntegraLife UK Ltd. is a subsidiary of Integrafin Holdings Plc and provides insurance services. The private company is based in London, UK.	Life/Health Insurance
IntegraLife International Ltd. IntegraLife International Ltd. Financial ConglomeratesFinance Part of Integrafin Holdings Plc, IntegraLife International Ltd. provides investment services. The private company is based in Douglas, UK. The CEO of the British company is Gill Marples.	Financial Conglomerates
Transact Nominees Ltd. Transact Nominees Ltd. Regional BanksFinance Part of Integrafin Holdings Plc, Transact Nominees Ltd. acts as a nominee/trust/depository. The private company is based in London, UK.	Regional Banks
INTEGRAFIN HOLDINGS PLC	Investment Trusts/Mutual Funds
Integrafin Services Ltd. Integrafin Services Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Integrafin Holdings Plc, IntegraFin Services Ltd. provides business support services. The private company is based in London, UK.	Miscellaneous Commercial Services
Transact IP Ltd. Transact IP Ltd. Investment ManagersFinance Part of Integrafin Holdings Plc, Transact IP Ltd. is a British company that provides investment advisory services. The private company is based in London, UK.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

B-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

2.96 GBP

Average target price

3.315 GBP

Spread / Average Target

+12.01%

Consensus

Estimates Revisions

Company calendar

Technology

Financial Technology (Fintech) & Infrastructure

Financial Technology (Fintech) & Infrastructure

Financial Technology (Fintech)

Financial Technology (Fintech) (NEC)

	1st Jan change	Capi.
INTEGRAFIN HOLDINGS PLC	-2.37%	1.22B
INTUIT INC.	-2.66%	170B
ADYEN N.V.	+23.66%	47.74B
FIDELITY NATIONAL INFORMATION SERVICES, INC.	+16.53%	40.35B
ROBINHOOD MARKETS, INC.	+34.07%	14.94B
AFFIRM HOLDINGS, INC.	-36.61%	9.56B
HITHINK ROYALFLUSH INFORMATION NETWORK CO., LTD.	-27.39%	8.46B
FUTU HOLDINGS LIMITED	+0.40%	7.56B
PB FINTECH LIMITED	+52.83%	6.5B
STONECO LTD.	-15.36%	4.72B

Financial Technology (Fintech) (NEC)