We are a London-based private investment office. Our clients include some of the UK and Europe’s most prominent entrepreneurs.
Founded in 2017 we now manage $3bn for a select group of families and institutional clients. Our business is rooted within an entrepreneurial family background.
Trusted Partners.
The firm is owned by management in partnership with The Capricorn Group – a family-owned conglomerate with a 30-year history of successfully investing in consumer and financial services businesses.
Our team provides expertise across all major asset classes, including public equity, fixed income, hedge funds, private equity, venture capital and real estate.
We act as an outsourced investment partner to a select group of entrepreneurs and their families, both in a discretionary and advisory capacity. Our clients include some of the UK and Europe’s most prominent entrepreneurs.
Outsourced CIO Advisory Services
We provide advice on capital allocation, manager selection and due diligence support. We lead the coordination amongst providers and assist in the optimization of overall holdings. We provide consolidated reporting across accounts.
Discretionary
We work with clients to determine their strategic asset allocation before constructing, allocating, managing and reporting on a full bespoke multi-asset class portfolio. We take ownership for performance outcomes.
We do not believe in a one size fits all approach to investing. We provide highly customised solutions with no ‘model portfolio’.
- Approach
- Philosophy
- Partnering
Our approach is collaborative and tailored, recognizing each client requires a different level of involvement and support.
We aim to provide a service equivalent to having your capital managed by your own family office with the investment approach of a leading institution.
- Approach
- Philosophy
- Partnering
Our philosophy is grounded in the multi-asset class endowment approach, used by many of the world’s most sophisticated investors. We allocate across all major asset classes, including public equity, fixed income, hedge funds, private equity, private credit venture capital and real estate.
We believe in simplicity, cost control, long-term thinking and avoiding market timing
- Approach
- Philosophy
- Partnering
We seek to achieve excess returns by partnering with the best-in-class investment managers who have deep specialist expertise.
The strength of our network allows us to access and diligence opportunities that most other firms cannot. Furthermore, we are able to share best practices, ideas and deal flow for the benefit of our clients.
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