Powering diverse and inclusive capital raising by public companies.
We’re a technology platform* with a strong heritage, developed to provide investment opportunities to retail investors that have historically been difficult to access, including IPOs, follow-on placings and retail bond offerings.
We believe that to achieve great things for retail investors, we need to work with great partners.
*Subject to regulatory approval
Collaboration Partners include
RetailBook is a technology-led platform designed to connect companies looking to raise capital with retail investors via their retail brokers and wealth managers. We will provide access for corporate issuers to the pool of retail capital in the UK which is estimated to be over £1 trillion and to enable retail investors to participate in primary capital markets transactions on the same terms as institutional investors.
Subject to regulatory approval, RetailBook is expected to become an independently regulated legal entity in Q1 2024.
Who is it for?
RetailBook aims to help investors take advantage of corporate capital raising. Our goal is to enable wider inclusion of retail investors in UK capital markets, providing attractive investment opportunities that have historically been difficult to access. This will be achieved through a range of partner intermediaries: financial advisers, retail brokers, investment platforms and banks, using RetailBook technology. Collaboration arrangements are being established with leading retail platforms including Hargreaves Lansdown, interactive investor and AJ Bell, and with major investment banking organisations including Jefferies, Numis, Rothschild & Co and Peel Hunt.
Under the collaboration arrangements, it is envisaged that some partners will become shareholders in RetailBook.
Companies | Banks | Retail Brokers
Wealth Managers | Advisers | Investors
Chris Hill, CEO, Hargreaves Lansdown, said:
“We are delighted to be working with REX to help allow our clients fair access to capital markets and secondary fund raisings to avoid dilution on transactions. It is hugely important that retail investors are not ignored in this growing market and that their voice is heard.”
Ed Keen, Head of Equities EMEA, Jefferies, said:
“We are pleased to partner with Rex in this major capital markets innovation. Expanding retail access to capital markets issuance is a significant step to enhancing and improving capital market liquidity, efficiency and long-term success.”
Steven Fine, CEO, Peel Hunt, said:
“The growth of REX has reflected the increasing importance of the retail investor over recent years, with adoption of the technology on both primary and secondary transactions accelerating. To continue this trajectory we recognise that REX needs to spread its wings as a separate entity, backed by multiple industry-leading capital markets partners. Today’s announcement marks the start of this journey.”
Richard Wyatt, Chair of Equity Advisory, Rothschild & Co, said:
“We are delighted to be part of the REX innovation. It aligns with Rothschild & Co’s ethos of capital markets participation for all, and will provide our clients with access to incremental capital.”
UK wealth management industry assets**
Value of ISAs and Junior ISAs***
Proportion of ISA balances held in cash***
* Figures derived from Peel Hunt/REX transactions
** Source: Compeer Wealth Management industry Yearly Review 2022
*** Source: HMRC Annual savings statistics 2022
Who is it for?
Who is it for?