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    • About Us
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    • Contact Us
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  • About Us
  • Investment Approach
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  • Legal Notices
  • Contact Us

Legal & Regulatory Status of the Family Office

Additional Legal Information

 

This website is operated by a private, London‑based family office (the “Family Office”) established solely to manage the affairs and investments of connected family members and related entities.

The Family Office:

  • does not provide services to the general public,
  • does not act for third parties,
  • does not hold itself out as providing investment or advisory services, and
  • does not conduct business on a commercial or promotional basis.

All activities are undertaken exclusively for the benefit of the family.  The Family Office operates on a non‑commercial basis and does not provide services to the public or to unrelated third parties.


Regulatory Position and FCA Exemptions

The activities of the Family Office are structured so as to fall outside the scope of authorisation requirements under the Financial Services and Markets Act 2000 (“FSMA”).

In particular, where relevant, the Family Office relies on applicable exemptions, exclusions, and carve‑outs under UK financial services legislation and associated regulations, including (without limitation):

  • activities conducted solely for connected family members and related entities;
  • exclusions relating to arrangements and advice provided within a closed family group;
  • exemptions applicable to intra‑group and private dealings; and
  • exclusions under the Financial Services and Markets Act 2000 (Regulated      Activities) Order 2001.

Accordingly, the Family Office is not authorised or regulated by the Financial Conduct Authority (FCA).


No Financial Promotion

This website is not directed at, nor intended for, the general public.

Nothing on this website constitutes or is intended to be:

  • a financial promotion,
  • an offer or invitation to engage in investment activity,
  • investment advice or a personal recommendation, or
  • an inducement within the meaning of section 21 of FSMA.

Any references to investments, strategies, or activities are provided solely for descriptive purposes and relate to the internal affairs of connected family entities.


No Offer or Solicitation

Nothing contained on this website constitutes, or should be construed as:

  • an offer to sell or subscribe for any investment,
  • a solicitation of an offer to buy any investment, or
  • an invitation to participate in any investment structure or arrangement,

in the United Kingdom or any other jurisdiction.

No reliance should be placed on the content of this website by any third party.


Co‑Investments

Where reference is made to co‑investment activity, such activity is undertaken selectively and privately, solely in respect of connected family members and related entities.

The Family Office does not:

  • raise capital from third parties,
  • syndicate or market investment opportunities,
  • act as a placement agent, sponsor, or arranger, or
  • provide investment advisory or management services to external parties.

Any co‑investment participation occurs only by private introduction, is subject to appropriate due diligence and documentation, and does not constitute an offer, promotion, or solicitation.


Risk Warning

All investments involve risk, and the value of investments may fluctuate. Past performance is not a reliable indicator of future results.

Any examples or descriptions of investment activity are illustrative only and are not guarantees of future outcomes.


Confidentiality and Use of Website

This website and its contents are intended solely for the use of the Family Office, connected family members, and professional advisers.

Information contained on this website is confidential and may not be copied, reproduced, distributed, or disclosed without prior written consent.


No Reliance and Limitation of Liability

While reasonable care is taken to ensure that the information on this website is accurate, no representation or warranty is given as to its accuracy, completeness, or timeliness.

The Family Office accepts no liability for any loss or damage arising from reliance on the content of this website.


Governing Law

This website and any matters arising out of or in connection with it shall be governed by and construed in accordance with the laws of England and Wales.

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