Co Investment

From time to time, the family office participates in co‑investment opportunities alongside a small group of longstanding partners, sponsors, and trusted families.

Co‑investments allow us to deploy capital selectively into opportunities where we have strong conviction, clear alignment of interests, and direct insight into the underlying assets. These investments are evaluated with the same discipline and governance standards applied across the broader portfolio.

We value long‑standing relationships built on trust, discretion, and repeat collaboration. Co‑investments are undertaken with a limited number of partners where there is demonstrated alignment of investment philosophy, governance expectations, and time horizon.

Given the private nature of our work, we do not source or market co‑investment opportunities publicly.

• High alignment of interests with lead sponsors and partners
• Direct access to underlying assets and decision‑makers
• Clear governance and control frameworks
• Conservative capital structures and downside protection
• Long‑term ownership horizons, not transactional exposure

We favour opportunities where we can act as a thoughtful, aligned capital partner rather than a passive participant. 

Co‑investments are typically considered within:

• Private equity and growth equity
• Real estate and real assets
• Operating businesses with strong fundamentals
• Special situations and structured opportunities

Participation is selective and driven by opportunity quality rather than allocation targets.

Co‑investment opportunities, where referenced, are considered on a case‑by‑case basis and solely for the benefit of connected family members and related entities.

The family office does not:

• raise capital from third parties,
• market or arrange investments to the public,
• act as an investment manager, adviser, sponsor, arranger, or placement agent,  or
• provide  investment advisory services to external parties.

Any participation in co‑investments occurs only by private introduction, with a limited number of counterparties, and following appropriate due diligence. Information relating to such opportunities is confidential, does not constitute an offer or invitation, and should not be relied upon as investment advice or a solicitation in any jurisdiction.

The family office does not carry on a regulated activity for the purposes of the Financial Services and Markets Act 2000. All investments involve risk, including the possible loss of capital.