Portfolio fit
Discuss objectives, concentration and the proportion of wealth that may be unavailable for long periods.
Our expertise / Investing
Private markets & alternatives
Private investments require patient capital and a clear understanding of risk. The starting point is whether they belong in your circumstances at all.
Discuss your prioritiesOpportunity in context
Understanding the structure
Consider the strategy, manager, fees, governance, valuation methods and exit assumptions.
Specialist diligence
Coordinate the questions that an appropriately qualified adviser or investment specialist should assess.
Liquidity and commitments
Understand capital calls, lock-ups and the possibility that an exit may be delayed or unavailable.
Ongoing oversight
Keep reporting, commitments and material changes visible within the broader wealth picture.
The aim
A disciplined set of questions about suitability, risk, liquidity and the relevant specialist review.
How this area is delivered
Any investment access, promotion or recommendation is subject to availability, eligibility and the appropriate regulatory arrangements. No access or investment outcome is guaranteed.
Private investments can be illiquid, difficult to value and high risk. You could lose all of the capital committed. They are not suitable for every investor.
A confidential first step
Let’s put your wealth
in perspective.
Tell us what matters to you.
We can explore the right next steps together.