Co-investments for SFOs and UHNWIs

 

The challenges

Single Family Offices (SFOs) and Ultra High Net Worth Individuals (UHNWIs) are continually seeking access to high quality, professionally structured and well managed co-investment opportunities across a range of asset classes, without having to directly source and negotiate these opportunities. The ideal scenario enables our clients to cherry pick the investment opportunities they participate in, with limited demands on their time and resources.

 

Our solutions

Through our relationships with institutional investors, we enable SFOs and UHNWIs to gain access to attractive investment opportunities that they might otherwise not be aware of. We provide curated deal flow across a variety of sectors, asset classes and structures – all tailored to known, specified preferences.


  • High quality and specialist co-investment partners
  • Tailored deal flow in Private Equity, Credit and Real Assets
  • Follow professionals with ongoing management
 

Co-investments for institutional investors

 

The challenges

For institutional investors, a lack of co-investment capital can mean the difference between winning and losing an opportunity. Sourcing SFO and UHNWI co-investment partners can also be a challenge.

 
 

Our solutions

Through our extensive network, we can provide value-added co-investment capital that enables institutions to complete their investments with greater efficiency. Our track record enables institutional investors to participate with confidence.

 

  • Additional and value-added capital
  • Complete more and larger investments
  • Increase Assets Under Management
  • Long-term investment partners
 
 

“As a first-generation family that made the transition from Entrepreneur to Family Office, it is important to identify good investment propositions and be part of a community with likeminded families. They are also a trusted source of unique off-market transactions where they invest their own capital - something that is rare these days."


Family Office, UK
 

Want to know more about our co-investment opportunities, click here