Investor Profile
Most of the Investors we advise have assets in excess of US$ 1 billion. They are typically families who have accumulated wealth over two or three generations and are focussed on wealth preservation.
Most Family Trusts traditionally place their money with fund managers who invest funds in products generated by their parent companies; however, since the financial crisis of 2008, many Families have opted to diversify and invest directly, thus take control of their returns. Our clients have traditionally invested in USA, UAE and (central) Europe.
After 2007 many Family Trusts decided to diversify their approach to investments by putting their money directly into projects. Starting in 2007 we began to provide services to them and have built the portfolio through personal referrals from within the group, from advisors and colleagues within the legal and accounting professions.
Investor Opportunities
At the moment we are observing a strong appetite for doing business in Canada, Africa, UAE and South America more so in the financial sector (lines of credit for Banks), mining, real estate (both commercial and residential/housing), (renewable) energy projects and greenfield industrial projects.