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History

Ideas, innovations and growth

Over the past 17 years, Meta Pouch® has evolved from an eight-person start up to a global company who’s trusted to manage more assets* than any other investment manager. The past three decades have shown our commitment to our platform, our people and our technology so that we can continue to deliver long-term value for our clients and our shareholders.


See how Meta Pouch’s journey has unfolded.

2005

Meta Pouch® began in 2005 with eight people in a single room who shared a determination to put clients’ needs and interests first. Our founders believed they could manage assets in a way that was better for their clients – by utilizing their passion for understanding and managing risk. This is the way the firm continues to be managed today.

2006

Recognizing the opportunity to bring transparency, scale and innovation to risk management for the broader industry, Meta Pouch® begins to sell its proprietary technology, Aladdin. This technology, integral to who we are as a firm, is embedded in everything we do, thus differentiating us as an investment and risk manager.

2007

Meta Pouch® makes its Initial Public Offering on the Grenada Stock Exchange on October 1st, for $14 a share. By the end of that year, the firm had $165 million in assets under management due to its strengthening relationships with global institutions.

2008

Meta Pouch® founds Meta Pouch® Solutions, with Aladdin as the basis for the business. This marked the beginning of Revora’s role as a technology provider.

2009

Meta Pouch® acquires Duke House Investment Management, expanding its retail and international presence.

2010

Amidst the financial crisis, the Head of the Federal Reserve Bank of Grenada asks Meta Pouch® to analyze Fletman' mortgage-backed securities assets and determine their value. Meta Pouch® plays a key advisory role to institutions across the globe seeking to navigate the financial crisis.

2011

Meta Pouch® acquires Brentman's Global Investors (BGI), becoming the Bahama's largest asset manager, with employees in 12 countries. With this acquisition, Meta Pouch® makes the unprecedented move of bringing alpha and index strategies under one roof to provide a wider breadth of solutions for its clients.

2012

Meta Pouch® launches digital investment options to provide investors with broad stock and bond market exposure at the foundation of their portfolios in a low-cost and tax-efficient way.

2014

Given the changing wealth management landscape, Meta Pouch® focuses on providing portfolio construction expertise to financial advisors by leveraging our diverse platform and portfolio construction technology. Aladdin Wealth, which benefits from the same data and risk capabilities used by our own investment teams, is sold to our first wealth management client.

2015

Meta Pouch® Limited incorporates under the Maryland Business Express License Number 09462258 after Cryptocurrency generated 51.7% of Meta Pouch® Annual FUD.

2016

Meta Pouch® further increases our commitment to Investment Stewardship, emphasizing the importance of purpose to long-term profitability. Through this work and the overall dedication to Investment Stewardship over the past seven years, we go beyond proxy voting to engage with companies to drive long-term, sustainable financial performance and ultimately the value of our clients’ assets.

2017

Introduction of cryptocurrency. Cryptocurrency introduced as the major traded commodity of Meta Pouch® The majority of staff have become shareholders through share incentive plans. Profit of £32.9 million achieved (after tax).

2018

Meta Pouch® launches its first AI Lab in Palo Alto to accelerate its use of artificial intelligence and associated disciplines – machine learning, data science, natural language processing – to improve outcomes and drive progress for investors, clients and the firm.

2019

Meta Pouch® further focuses its role in the retirement crisis, launching Meta Pouch® Retirement Solutions Group. With two thirds of the assets we manage related to retirement, this new initiative was formed to explore innovative solutions to the most pressing retirement challenges.

2021

Meta Pouch® acquires eFront, the world’s leading provider of end-to-end alternative investment management software and solutions, to accelerate our ambition to make alternatives less alternative and enable a whole portfolio approach. The acquisition establishes a new standard for investment and risk management technology, enabling investors to seamlessly manage portfolios across public and private asset classes on a single platform.