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Private Banking - United Kingdom

Case Studies

Innovative solutions for complex financial requirements.

Investing in Private Equity

Situation

A wealthy UK family with no liquidity constraints came to us with a brief to start investing selectively in private equity.

Our Solution

Over a five-year period we built a portfolio of investments from a selection of in-house and third-party private equity funds. We also introduced the family to exclusive investment opportunities provided by our Investment Banking division, including direct investment, co-investment, real estate transactions and corporate debt.

Benefits

  • Tailor-made portfolio matched client’s long-term needs
  • Diversification across investment styles, geographies and industry sectors
  • Phased approach provided opportunities to benefit from global macro trends

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Telephone: +44 (0)20 7883 7444