Institutional Relationships
Financial Advisers | Angels | Family Offices | VC and PE Funds
Investment Opportunities for Financial Advisers, Angel Investors, Family Offices, Venture Capital and Private Equity Funds.
Our Institutional Services
We provide access to a a range of services for Institutional counterparties. The two core areas are:
- Investment Portfolio and Fund Management services, and
- Corporate Finance and Investment Banking.
Investment Portfolio and Discretionary Fund Management
Our Discretionary Investment offering is engineered and actively managed by our team, who each possess decades of pedigree developed managing institutional money for tier 1 banks and funds globally.
Our Discretionary Fund Management service can structure portfolios from circa 60,000 funds as per your requirement.
Corporate Finance and Investment Banking Services
Our Corporate Finance and Investment Banking team operate within the buy and sell-side of a transaction, be it M&A origination, due diligence and documentation drafting, deal structuring, fundraising, listing or supporting a transaction with ancillary services.
The team sector agnostic, highly experienced having spent decades working for tier 1 institutions and generally work on projects ranging from 5m to 500m.
The broader team are able to deliver additional facilities as required and specified throughout this site in accordance with the regulatory permissions afforded us.
Our team will work alongside you in a consultative manner to decisively deliver strategic advice and execute a range of solutions.
If you have any questions about how we can assist with your objectives, please use the form below and a member of our team will get in contact with you.