Our story

 

Before Nucleus the wrap market was dominated by product providers and fund managers…

… we introduced a model that would change the landscape forever and turn the investment market on its head.

It’s been 10 years since we kicked off with seven founding firms, a couple of desks, a load of late nights and a lot of unknowns. Now we’re a strong brand, backed by continued financial success and we owe this to our dynamic audience. There have been lots of milestones and happy memories along the way. Here are just a few.

Today

2016

OurStory_2016

April

We announce our best financial results yet. Pre-tax profits jump 92% to £4.8m. Narrate wins the award for ‘Best financial services product/service’ at the ScotlandIS DigiTech awards.

June

We’re 10! We’re now a little tribe of 172 people looking after nearly £10bn of assets across almost 80,000 clients.

September

UKPA1We scooped three awards at the Schroders UK Platform Awards, picking up Platform of the year, leading innovation and best investment management platform. What a night!

2015

OurStory_2015January

This month we hit £8bn AUA. We also launched illuminate.

August

We launched Narrate – our transaction-based performance reporting tool.

September

We hit the £9bn AUA mark.

October

We’re working with 400 firms and a total of 70,000 clients.

2014

OurStory_2014January

We’re working with 50,000 clients.

July

We upgrade to brand new technology.

September

We win best use of technology at Aberdeen UK Platform Awards and ee hit £7bn AUA.

November

Adelp Financial Solutions Ltd is our 300th firm.

December

We’re ranked in the London Stock Exchange’s 1000 companies to inspire Britain for the first time.

2013

FebruaryOurStory_2013

On the same day as our annual strategy event we hit the £5bn mark.

March

We now have 40,000 clients.

June

Our 200th firm to join the platform is Green Sky Wealth.

October

We smash through the £6bn mark.

2012

OurStory_2012February

The 100th firm to join Nucleus is Focus Financial Management. We’re now working with 30,000 clients.

April

We’ve made it! We make our first profit – it’s only £31k but we’re on our way…

July

We break through the £4bn AUA barrier.

September

We hold our first practice development group.

December

We are ranked in the Sunday Times top 100 best small companies to work for.

2011

OurStory_2011March

Our first £150m month. We also now have 20,000 clients.

July

We launch our General (gross) account and hit £3bn AUA.

September

We win the Aberdeen Platform of the Year award.

2010

OurStory_2010

March

Our first cash positive month.

August

We hit £2bn AUA and moved into Thistle St Lane NW.

December

We are now debt-free thanks to a successful capital raising process.

2009

OurStory_2009

October

We have our first £50m month.

November

We hit £1bn AUA.

2008

OurStory_2008May

We sign up our 50th firm – Sigma Asset Management Ltd.

July

We introduce model portfolio self-service.

October

We hold our first user sessions.

November

We hold our first platform development group.

2007

OurStory_2007

February

We hold our first annual strategy event.

July

The total number of advisers using us reaches 20.

August

The first £100 million goes on the platform.

2006

OurStory_2006

June

We secure funding to start Nucleus.

December

The Nucleus wrap platform goes live.