Having established trusted long term and trusted relationships with some of the world’s leading private equity firms we are often able to gain access for our clients into select private equity investments through direct deals and select private equity funds but only after these opportunities have been thoroughly evaluated and passed our strict criteria in order to be approved by our product experts.
Leveraging upon our connections as well as our extensive access to leading research and analysis we are often invited to take part in fund raisings for pre-initial public offering (IPO) shares. These opportunities are usually reserved for connected parties and the investment banks leading the listing process but occasionally are made available to private wealth managers such as our firm in order to broaden the shareholder base before listing.
Similar to both private equity and pre-ipo investment opportunities, from time to time our research generates very early stage opportunities available for investment which meet our strict criteria for risk and reward. We only offer such opportunities as part of our overall assessment of our clients’ individual risk profile so are not generally available to all of our clients. Once we take a position in angel investment opportunities we stay the course as it processes through subsequent private equity fund raising stages and onwards through the pre-ipo structuring and offering and to the eventual listing of the company on a public stock exchange.