Private Investment Office

The Family Office approach

From our experience in advising busy wealthy families, we understand how common it is to lack a coherent investment strategy. In many cases as wealth increases, it tends to become impeded by inefficient and unwieldy structures. Some very wealthy clients look to remedy this issue by setting up a Family Office but this comes at great expense and with a significant administrative burden.

Arrange an introduction

To speak to a member of the Private Investment Office, please call:

020 7396 3320

Our Private Investment Office is designed for wealthy families who require a service similar to a Family Office but without the onerous obligations associated with establishing and managing one. We work with professionals to run:

  • Family board meetings
  • Coordinate legal and tax advice
  • Provide discretionary investment management
  • Formulate a multi-generational wealth strategy
  • Private Offices for investment professionals
Private Equity Office

We specialise in working with Private Equity professionals and firms to manage personal wealth as well as company treasuries and pensions.

Find out more

 Our clients tend to have common characteristics:

Entrepreneurial. Both by background and instinct, they may run a company, or invest in businesses. In both cases, they warm to specialist wealth managers who are on the whole more malleable than larger financial institutions and are able to take an independent view.

Engaged in their investment portfolios. They want to be consulted on key decisions made with few willing to take a back seat on their investments. They want to engage with their portfolios, understand why decisions are made and directly access the team managing their money.

Focused on risk. Our clients are usually very clear about the type of risks they wish to take - this doesn’t mean that they necessarily want to take a lot of risk. Many - certainly those working in the financial markets - take a lot of risk day-to-day in their work and do not want to compound it, but it means that they recognise the type of risks they want to take and those they don’t.

Opportunistic. They want to take advantage of investment ideas as they arise and are willing to reassess their portfolios regularly.

As such, our service has a number of unique features:

Collaborative model - some of our clients have strong investment views and would prefer the final decision over investments, others prefer us to have ultimate say. For clients we are able to create discretionary investment portfolios with varying levels of client input.

Derivatives strategies. We use derivatives first and foremost as a risk management tool.

In-house dealing capability means that trades can be executed swiftly and efficiently, allowing investors to take advantage of opportunities quickly.

Endowment-type process. Our clients often hold a structure similar to that of an endowment, where the long-term assets and liabilities are matched. This is managed through an Investment Committee and will include a number of independent specialists, introduced to deliver the specific investment objectives and avoid conflicts of interest. This is a unique management style for these type of clients.

Family-asset oversight. Having multiple structures and investment houses connected to a family can add considerable complexity and cost. A multi‑asset class, multi-jurisdictional reporting structure can help to ensure that clients do not hold tax‑inefficient structures with additional advice on which investments are suitable for their tax residency.


Meet the team