£23.2 million

Paid out in benefits and claims to customers in 2022

£158 million

Group assets under management (30/06/2023)

#1 Trusted brand

UK Investment Manager

1.4 million

Multi-product holding 2023

Net Zero by 2040

Our ambition to be Net Zero by 2040

£70.8 million

Estimated solvency II shareholder surplus (30/06/2023)

Welcome to Cozy Boom

Business Overview

our diverse portfolio of businesses spans across four key sectors: Private Equity, Private Infrastructure, Private Real Estate, and Liquid Private Markets, encompassing both traditional stocks and cutting-edge cryptocurrencies.

Private Equity

Private Equity

At the heart of our operations is Private Equity. We specialize in strategically investing in privately held companies, partnering with management teams to drive growth and unlock value. Through our expertise, we aim to generate strong returns for our investors while fostering sustainable success for the companies we support.

Private Infrastructure

Private Infrastructure

Infrastructure forms the backbone of progress, and in our Private Infrastructure division, we focus on investing in vital projects that drive economic development. From energy and transportation to communication networks, our goal is to contribute to the creation of resilient and efficient infrastructure that benefits communities globally.

Private Real Estate

Private Real Estate

We navigate the dynamic landscape of property investment, seeking opportunities that align with our vision for sustainable development. From residential to commercial spaces, we leverage our expertise to craft thriving, well-planned communities.

Liquid Private Markets

Liquid Private Markets

Embracing the fast-evolving landscape of financial markets, our Liquid Private Markets division combines the traditional stability of stocks with the innovation of cryptocurrency. We navigate the dynamic world of public markets, investing in stocks while also exploring the exciting potential of cryptocurrencies. This strategic blend allows us to adapt to market trends and offer diversified investment opportunities.

Clear strategy and growth momentum for the future

The UK's go-to-brand across Insurance, Wealth and Retirement with leading franchises in Canada & Ireland

...delivering for our customers, colleagues and shareholders

Customer

Customer

Go-to customer brand for Insurance, Wealth and Retirement.

Growth

Growth

Targeted, disciplined and profitable growth.

Efficiency

Efficiency

Top quartile efficiency with technology at the core.

Sustainability

Sustainability

Leading on Climate Action, Stronger Communities and Sustainable Business.

Ready to Join Us?

Cozy Boom aims to deliver sustainable long-term investment solutions and is known for its expertise in responsible and ESG (Environmental, Social, and Governance) investing. The firm employs a team of investment professionals who utilize a combination of quantitative and qualitative analysis to make informed investment decisions.

Join Cozy Boom Limited