Connecting clients with direct private investments

The Private Markets Advisory team supports clients on direct private equity investments and corporate and family business advisory services. Private markets investing is an established cornerstone of family office portfolios, historically outperforming public markets. Not only does it act as a diversifier within a client’s portfolio but it also offers the potential for higher capital returns, with lower price volatility than public markets.

Direct Investments
With directly held private equity investments, clients are able to leverage their experience, expertise and passions to create a tailored portfolio of investments. Direct Investments in companies typically have a shorter average investment period than private fund commitments and offer greater visibility on the underlying investments.

Corporate & Family Business Advisory
Our expert advisers offer independent Corporate and Family Business Advisory services, supporting shareholders and companies at every stage of their business. We act as trusted adviser with a business-focused approach including strategy around business development, fundraising, acquisitions, disposals, and liquidity events.