Advisers who build and oversee multi-asset programmes for single and multi-family offices, including manager selection, asset allocation and investment committee support.
This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.
Directory available · 5 organisations
Inclusion in the Index is editorial and is not financial, investment or tax advice, nor a recommendation. Check a firm's current regulatory permissions directly with the relevant regulator before appointing it.
Listed alphabetically. Order carries no ranking, score or preference.
Private Equity Co-Investment · Alternative Asset Programmes · Manager Selection
London, UK
Formed in the 2000s to manage the alternative asset programme for a European single family office, Alpheus Capital focuses on small and mid-cap private equity funds and associated co-investments, building long-term partnerships with private equity managers across the UK, Western Europe, North America and Australasia.
Asset Allocation · Manager Selection · OCIO & Advisory Mandates
London, UK — global network, headquartered Boston, US
Global investment firm founded in 1973, serving over 280 private clients and family offices worldwide. Its London office opened in 1994 as the firm's first international location. Services span advisory and discretionary asset-class mandates, including private equity, hedge funds, real assets, private credit, co-investments and secondaries.
Outsourced Investment Office · Manager Selection · Direct Client Advocacy
London, UK
Independent investment adviser to family offices led by Managing Partner Khaled Said, who has managed his own family's wealth and positions the firm as an advocate for client interests within the investment management industry.
Direct Private Equity & Venture Capital · Investment Consulting · Multi-Asset Portfolio Advisory
London, UK
Independent investment consultant providing multi-asset portfolio advisory services with a particular focus on direct private equity and venture capital investment, having built a direct investment portfolio spanning more than 80 companies for its family and private clients.
Outsourced Chief Investment Officer · Family Office Infrastructure · Wealth Advisory
London, UK
Independent wealth advisory firm founded in 2016, serving UHNW families and foundations. Wren acts as an outsourced Chief Investment Officer and helps build or enhance family office infrastructure, launched with backing from WE Family Offices (US) and MdF Family Partners (Spain).
Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.
Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.
Firms working in family office investment advisers can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.
Meet the individuals
The Adviser Index lists organisations. Private Wealth Experts is the separate, individual-level record of approved professionals.
