Overview

We are the US joint venture arm of a European wealth manger with €1.2 billion AUM, with a mandate to scale in the US.

We have the financial backing of a Family Office to fund acquisitions, and adequate resources to successfully execute acquisitions.
However, we are not private equity and take a much more patient approach, with a strong focus on building successful businesses for the long term and looking after clients well.

Open to conversations with practices with an established, long-standing client base looking to scale or find a good home for their clients. Philosophy is to preserve clients’ hard-earned capital and seek attractive returns, responsibly and over the long term, primarily by investing in great publicly listed companies using a Buffett-style Value Investing philosophy.

Ideal fits would be Either investment management focused practices looking to scale, Or fee-only practices with robust financial planning services, yet more standardized portfolio allocations, where we would look to enhance client portfolios by applying our focused equity selection expertise.

Market
RIA
Last Activity
today

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