A New Breed of Wealth Creation and Management Tools

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At Pact, we are committed to backing visionary companies that break barriers and democratise access to essential services. Today, we are thrilled to announce our investment in Sidekick, a groundbreaking company transforming wealth management by making high-calibre financial services available to everyone, not just the top 1%.

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The Need for Accessibility

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The wealth management industry has remained largely unchanged for almost 100 years and has traditionally only catered to high-net-worth individuals (HNWIs). This exclusivity has created a significant gap in financial empowerment for many young professionals and middle-income earners who struggle to build generational wealth. Sidekick is stepping in to address this gap with a tech-enabled, accessible solution.

Access to expert financial management isn’t just a luxury — it’s crucial for economic mobility and security. Many people, especially younger generations, face economic uncertainties, high living costs, and challenges in financial planning. Traditional wealth management services are often expensive and out of reach for these individuals, leading to missed opportunities for asset growth and financial stability.

Sidekick offers a full-stack asset management platform that includes:

• Expertly Managed Investment Portfolios: Curated by a highly experienced in-house team, ensuring diversified and strategic asset growth.
• Lending Facilities: Allowing users to borrow against their investment portfolios, providing liquidity and low-cost lines of credit.
• Access to Alternative Investments: The long-term vision is to enable portfolio diversification beyond traditional assets.

For a small annual fee, users gain access to a personalised, engaging, and transparent wealth management service previously available only to the affluent.

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Empowering Financial Growth

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Sidekick leverages advanced algorithms and AI to provide tailored financial advice, minimising costs while maximising the personalisation of services. This technology-driven approach democratises access to top-tier financial expertise, allowing users to make informed investment decisions and manage their wealth more effectively.

The impact of making wealth management accessible is profound. By providing these services to a broader audience, Sidekick empowers individuals to take control of their financial futures, reducing wealth disparity and fostering a more inclusive economy. This democratisation aligns with the shifting demographics and cultural changes that demand more inclusive financial services.

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Meet the Team

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Sidekick’s strength lies in its exceptional team, led by co-founders Matt Ford (CEO) and Peter Townsend (CTO). Matt is a seasoned entrepreneur with a history of successful exits, and Peter is a technology leader with extensive experience in building secure and compliant financial platforms. The team also includes Cyril Bosch (Chief Investment Officer), Lee Bowyer (Chief Compliance Officer), Christine Edwards (Chief of Staff), and Kelly Hutchinson (Lead Product Designer), all bringing a wealth of experience in finance, compliance, operations, and design. The management team is also supported by Stuart Newey — a former MD at Coutts — as Chairman.

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Looking Ahead

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At Pact, we are proud to support Sidekick’s mission to revolutionise wealth management under our Access theme. The company’s innovative approach, combined with its strong team and market potential, positions it to significantly impact the financial well-being of millions. We are excited about the future and the positive changes that Sidekick will bring to reduce the wealth disparities among future generations.

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