Private Equity

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.

Pre-Ipo

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.

Angel Investments

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.

At Birchwood Advisors we pride ourselves on providing our clients with the very best advice covering a broad range of investments as well as portfolio services. We have developed deep and long-standing relationships with many of the world’s best investment managers and can provide a full range of structures and strategies to meet our clients long term investment requirements. As many of our clients are expatriates and professionals spread throughout the world we can advise on the often-complex world of financial solutions and opportunities.

Discretionary

Many of clients don’t have the time or expertise to manage their own investments so take advantage of our discretionary portfolio services which are managed by our highly professional partners and advisors who have developed an enviable track record throughout the investment community.

Advisory

At the core of our value proposition is our advisory service which has overtime developed expertise at sourcing out the very best investments available in the global markets whilst providing the flexibility for our valued clients to select the most appropriate investments for them.

Execution

We can’t stress how important execution is so we have developed systems to make sure we secure the best available prices for our clients whilst offering real-time trading in all equity, bond and foreign exchange markets.