Successful entrepreneur diversifying asset portfolio

The situation

A successful North American entrepreneur running a thriving technology company that recently expanded into Europe. He was looking to diversify his asset portfolio and was introduced to our firm.

The client’s goals

• Expand successful tech business into Europe.
• Diversify risk away from the family’s main business.
• Educate and mentor the next generation.

Our approach

• Investing in a multi-asset class portfolio consisting primarily of liquid assets.
• Exposure to private capital funds.
• Investigate opportunities to invest directly in private businesses.
• Help the adult children meet worldwide peers with comparable family profiles.

Outcomes to date

• The portfolio was originally seeded with £3m. The portfolio has had regular inflows and is now valued at £15m.
• Quarterly meetings in order to update client on performance and market outlook. This has been particularly important given the current market volatility.
• Client’s children have both attended educational and networking events and have provided positive feedback.

Disclosure: Case studies are provided for illustrative purposes only and are based on real client or former client engagement. Some scenarios may reflect client experiences or work originally performed by a firm that has since been acquired. All client names, identifying details and contextual elements have been anonymised to protect client confidentiality. The outcomes described reflect the experience of a particular client. Results are not guaranteed and may vary based on each client’s individual circumstances, market conditions, regulatory requirements and specific financial objectives. Past performance is not indicative of future results. 

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