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 of assets on behalf of a select group of large families, as well as insurance companies, endowments and foundations.
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, providing both discretionary and advisory services.
Our clients include prominent entrepreneurs, as well as insurance companies, endowments and foundations.
Outsourced CIO Advisory Services
We provide advice and support on capital allocation, manager selection and fund due diligence support. We lead the coordination amongst providers and assist in the optimisation of existing holdings. We also provide consolidated reporting across investments.
Discretionary
We work with clients to determine their objectives and strategic asset allocation before constructing, allocating, managing and reporting on fully bespoke multi-asset class portfolios. We take full 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’.
News and Media Updates
News & media
We’d love to hear from you.
Send us a message and we’ll get back to you as soon as possible.
