Portal
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Investment

A personalised, transparent approach to investment management rooted in shared family values and aligned with our long-term vision.

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Strategic
Asset Allocation

Constructing globally diversified portfolios and balancing traditional and alternative asset classes to optimise risk-adjusted returns.

Manager Selection & Due Diligence

Identifying and vetting investment managers and opportunities across public and private markets, including private equity, venture capital, and hedge funds.

Investment Management & Private Capital

Facilitating direct investments and co-investments in unquoted companies and private ventures with a particular focus on technology.

Monitoring & Reporting

Robust, consolidated performance analysis and transparent reporting across all holdings using automation and the latest reporting softwares.

Risk Management

Delivering advanced risk assessment and scenario analysis to safeguard wealth, including hedging strategies and liquidity planning.

Real Estate

Whether expanding property holdings, developing new assets, or managing legacy estates, our real estate specialists offer end-to-end support tailored to the family’s needs.

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Acquisition
& Disposition

Identifying, evaluating, and negotiating property acquisitions and sales using market insights and an extensive network to secure prime opportunities and maximise value.

Portfolio Management

Managing residential, commercial, and mixed-use properties to ensure optimal performance through proactive asset management, leasing strategies, and regular portfolio reviews.

Development Advisory

Overseeing property development projects from planning to conception, co-ordinating with architects, planners, and contractors to deliver on time and within budget.

Tax & Structuring

Providing advice on efficient ownership structures, capital gains planning, and compliance with UK and international property tax regulations.

Reporting & Administration

Providing detailed reporting on property performance, cash flow, and market trends, while handling all administrative matters, including legal documentation and regulatory compliance.

Financial Stewardship

Fundamental to preserving and growing the family’s wealth and legacy, our disciplined approach to stewardship combines rigorous oversight with strategic governance and real transparency.

Investing in opportunities that balance long-term resilience with strategic relevance, our agile approach is grounded in disciplined analysis and cross-generational alignment.

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Reporting & Risk Management

Delivering bespoke, consolidated reporting that offers a clear, holistic view of the family’s portfolio while identifying and mitigating financial and operational risks.

Legal & Regulatory Compliance

Working closely with legal advisors to ensure all transactions and investments comply with relevant laws and requirements.

Strategic Investment & Expansion

Guiding investment decisions alongside the Group Board including IPOs, acquisitions, and disposals by balancing growth opportunities with prudent risk management.

Diversified Expertise

Operating in a broad range of asset classes from real estate and banking to venture capital and public markets.

Concierge Services

Dedicated to simplifying the lives of family members, our discrete concierge team provides seamless support for both everyday needs and exceptional requests.

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Lifestyle Management

Handling all aspects of family life with efficiency and confidentiality, from travel arrangements and private aviation to event planning and personal shopping.

Property & Household Management

Overseeing the management and staffing of residences, including maintenance, security, and household administration to ensure homes are always ready for the family’s arrival.

Education & Relocation

Assisting with school and university placements, as well as coordinating international relocations and settling-in services for family members moving to or from London.

Health & Wellness

Providing access to leading medical specialists and bespoke health programmes, prioritising the wellbeing of every family member.

Education and Next Generation Engagement

Sustaining the family legacy, we engage, supervise, and support the education of young family members with scholarships, training, and educational programs and internships.