We Work To Provide....

Specialist Agent Services to Pension Funds, International Funds, Family Offices, REIT’s, Sovereign Wealth Funds, Ultra High Net Worth Individuals

Institutional Investors

How We Work With Institutional Investors

  • Understanding their current requirements and keeping that knowledge current
  • Then sourcing the right ‘off market asset’ from our network of professional contacts to deliver the right assets that closely matches their needs.
  • All is undertaken in a strictly confidentially environment

Understanding Clients Needs Based On….

    • Asset class
    • Size of Asset sought
    • Gross and Net yields
    • Location preferences ( UK and Abroad)
    • Other investment criteria – individual requirements
    • Weekly review of our database to ensure all clients are presented with new Assets as they are presented to us.

The process of sourcing off market assets

 

  • All initial activity is undertaken on a ‘contingency basis’ unless agreed otherwise at the onset of a project.
  • Use our comprehensive network of long standing contacts
  • Presentation of the asset with supporting information and data all under the protection of a NCNDA.
  • Verification, providence and initial due diligence is undertaken
  • Negotiation on behalf of the client
  • Introduction to vendors and their mandates
  • Facilitate and liaison with other parties to assist as required

Contact