Partner and Senior Board Advisor
Independent Strategic Investment Consultant to clients worldwide, with a focus in The Americas, Europe and parts of Asia. Minimum investible assets US$100 million. Functions as a Family Office, assisting families to build value throughout a diverse nature of investments. My role starts as a deal originator, followed by assisting the families in setting up their own structures, originate transactions, and oversee the family/ clients portfolios. Usually sit in some of the clients boards. Three aspects are part of my equation: patience to remain focused and assist the client in investing wisely, being proactive -which involves giving the client the best service that one can get -and being creative and at the client´s disposal. Sophisticated clients require sophisticated investment products. The totality of my client base is strongly invested in Hedge Funds, Private Equity, Real Estate and Venture Capital. M&A Advisory through 3rd party also available. Book in excess of US$1 billion. Mainly based in New York and London, and travel to Bermuda on a regular basis.