Partners

Amundi

Amundi is the European largest asset manager by assets under management and ranks in the top 10 globally. It manages €1,563 billion of assets across six main investment hubs in 37 countries. On the back of multi-decade expertise in private markets, Amundi launched a Platform dedicated to Alternative and Real Assets (PARA) in 2016.

Real estate, private debt, private equity, infrastructure and alternative multi-management are all part of a single integrated business, bringing together 200 professionals in origination, structuring and management of private assets.

Today with AUM of nearly €50 billion, PARA has a European ambition in financing the real economy with more than 1,000 assets across 14 countries, leveraging strong synergies with Credit Agricole’s banking networks on the continent. PARA provides institutional and retail investors long-term and innovative solutions in hard-to-access asset classes through funds, separate accounts, club deals, co-investments and multi-management.

https://www.amundi.co.uk/

Iconic Funds

Iconic Funds – Crypto Asset Index Fund and ETP Group.

Leading crypto assets such as Bitcoin and Ethereum have established themselves as unique, non-correlated assets with distinct value drivers. They offer an immense opportunity for investors, acting as a hedging instrument and alpha-generator for both conservatively and aggressively structured portfolios.

Iconic Funds GmbH, through its wholly owned subsidiaries, offer qualified investors passive exposure to the growth of crypto assets through familiar investment vehicles. Our licensed and regulated structures enable diversified, easy and flexible investment opportunities, at industry leading low costs, into one of the world’s fastest growing asset classes.

Structured as a joint venture between Iconic Holding and Cryptology Asset Group, founded by Christian Angermayer and crypto-legend Mike Novogratz, Iconic Funds is led by an experienced, professional team with backgrounds in capital markets and traditional finance. Our forward-thinking and global team, based in Frankfurt, Singapore and New York, brings a wealth of knowledge and financial best practices to crypto asset management so investors may enjoy the quality assurances they deserve from a leading asset management group.

https://iconicholding.com/iconic-funds/

Janus Henderson

Janus Henderson Investors exists to help clients achieve their long-term financial goals. Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. With more than 370 investment professionals, we provide access to some of the industry's most talented and innovative thinkers, spanning equities, fixed income, multi-asset, and alternatives, globally. Our investment teams blend insight, originality, and precision with rigorous analysis, structured processes, and robust risk management. We build client partnerships on openness and trust, channelling expertise from across the business and communicating the views of our experts in a timely and relevant way. Janus Henderson Investors manages £289.0 billion and employs more than 2,000 employees globally as at 30 September 2019.

https://www.janushenderson.com/

KPMG

As with your family, your business doesn’t stand still — it evolves. Family businesses are unique and KPMG Private Enterprise Family Business advisers understand the dynamics of a successful family business and work with you to provide tailored advice and experienced guidance to help you succeed. To support the unique needs of family businesses, KPMG Private Enterprise coordinates with a global network dedicated to offering relevant information and advice to family owned companies. We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component. No matter where you are in your growth journey — whether you’re looking to reach new heights, embrace technology, plan for an exit or manage the transition of wealth or your business to the next generation. Working with KPMG Private Enterprise, you’ll gain access to a trusted advisor — a single point of contact who shares your entrepreneurial mindset. With access to KPMG’s global resources and alliance network, we’ll help you drive your business forward and meet your goals. Your success is our legacy.

https://www.kpmg.com/

Lakestar

Lakestar is one of Europe's leading venture capital firm investing in technology companies led by exceptional entrepreneurs. Early investments included Skype, Spotify, Facebook and airbnb. Since raising a first fund in 2013, Lakestar manages an aggregated volume of EUR 1bn across three early stage funds, and more recently a growth fund. Lakestar has expanded and broadened their portfolio, with more recent investments in Harry's, Opendoor, GoEuro, FiveAI and Revolut. Lakestar has presence in Berlin, Zurich and London.

Lakestar helps companies to identify new markets and expand into them rapidly, with a focus on the US and Europe. The team advises and supports portfolio companies in business development, recruitment, technology and marketing. The investments range from early stage companies to those in their growth stage.

https://www.lakestar.com/

Permira 

Permira Debt Managers (“PDM”) is one of Europe’s leading specialist debt investors, advising investment funds and products which have provided more than €9bn of debt capital to over 150 European businesses. PDM, an integrated part of the Permira Group, was established in 2007 and aims to partner with high quality, growing businesses across Europe to provide the capital they require and generate market-leading risk adjusted returns for investors. Today, PDM has a highly synergistic model with four complementary strategies: direct lending, credit opportunities, structured credit and CLO management. PDM also has a distinctive origination platform which benefits from the strength of Permira’s extensive network, developed over more than 30 years of investing in Europe. This includes six European investing offices in the UK, France, Germany, Sweden, Italy and Spain, and five sector teams specialising in Technology, Consumer, Financial Services, Healthcare and Industrial Tech & Services.

https://www.permira.com/

Ruffer

Ruffer LLP – 25 years, $25 billion under management, 1 investment approach.

At Ruffer, our aim is to preserve and grow capital in all environments, generating positive returns (net of fees) regardless of how financial markets perform. Our investment philosophy and approach have remained unchanged since the firm started in 1994. Since then, we have broadly achieved our objectives, having delivered annualised returns significantly ahead of cash whilst growing our clients' capital through both bull and bear markets. In so doing, Ruffer's long-term returns have not only outpaced inflation, but also global equities and commonly-followed composite benchmarks, with lower volatility. Our returns also exhibit a low correlation to equity markets and alternative asset classes. Given our focus on wealth preservation, we construct portfolios seeking to avoid large losses and to harness the power of compounding over time. To that end, we always maintain a balance of offsetting investments within a portfolio, each held to address positive and negative market environments. ESG (environmental, social and governance) has been a key element of Ruffer’s investment process for over a decade. Our focus is engagement on ESG issues with the companies we invest in, rather than merely disinvesting.

https://www.ruffer.co.uk/

Russell Investments

With more than 80 years of experience, Russell Investments is a global investment solutions provider, dedicated to helping investors reach their long-term goals. Russell Investments offers investment solutions in 32 countries and manages £230.5 billion in assets. It specialises in multi-asset solutions and investment and implementation services with a goal of delivering outcome-based investment strategies, backed by its manager research and asset classes capabilities, to its clients around the world. Headquartered in Seattle, Washington, Russell Investments operates globally with 20 offices, providing investment services in the world’s major financial centres including London, Paris, Amsterdam, Sydney, Tokyo, Shanghai, San Diego, New York, Milan, Frankfurt and Dubai.

https://russellinvestments.com/uk/