We are an independent private finance house, specialising in creating bespoke investment opportunities for high net worth individuals. We create innovative products, which target attractive asset classes and combine a significant potential for capital appreciation with a high level of risk mitigation.
Our principal focus is investment in strong commercial property and real estate assets, typically;
- defensive assets - those where there are strong lease covenants in place
- infrastructure assets -those which are generally counter-recessionary
- opportunity driven assets - where there is a particular growth market or identified under-supply.
We look to underpin the assets using government incentives for investment (such as the Enterprise Investment Scheme, Venture Capital Trusts or Capital Allowances), which are designed to stimulate growth in targeted geographic areas or in specific industries.
Our business is about our investors. We believe in clear, simple and open investment reporting, and the majority of our income is linked to the successful performance of our assets.
We believe that this approach - sensible, conservative, well-thought out investment, risk mitigation through statutory incentives and a close alignment of our interests with those of our investors - provides attractive alternative investment products for our clients.