Businesses

We operate six UK businesses, each managed by a team of industry professionals in their respective fields.

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Tailored services and expertise

Since its inception, Floreat has evolved from a small team into a group of six companies covering numerous asset classes. Each company is managed by industry professionals, and led by the Managing Partners.
Floreat Merchant Banking

Floreat Merchant Banking is responsible for all distribution on behalf of the group. They are the central point of contact and act as a conduit between clients and the four investment teams within the group.

The team originate, develop and manage the wider group’s relationships with clients, investors, banks and other service providers. They help source investment opportunities through their global network, which is particularly strong in Europe, the Middle East and Latin America.

Floreat Merchant Banking provide Financial Conduct Authority (FCA) regulatory cover and manage the compliance function for the rest of the group.

Floreat Capital Markets

Floreat Capital Markets is a dedicated team of professionals with backgrounds working in tier one investment banks. They are responsible for the group’s fixed income investments. The team draw on their extensive banking experience in structuring and trading. Prior to joining Floreat, they have collectively risk-managed in excess of $15 billion USD. They focus on providing income producing, asset backed opportunities to the group and our extended network.

Floreat Principal Investing

Floreat Principal Investing is a dedicated team of private equity professionals offering clients the opportunity to invest alongside Floreat Principals in a range of private companies across different industries.

The team partners with high-growth businesses and works alongside management to help build successful, profitable companies with lasting significance. Our team benefits from diverse backgrounds across consultancy, mid-market investment banking and CEO experience combined with seasoned operations and transaction experience.

Floreat Private

Floreat Private works closely with our clients (UHNWIs) to provide a range of discreet services and co-ordinate advice, often working closely with independent experts in their respective fields.

They offer clients services in areas including multi-jurisdictional legal and tax compliance, risk, cyber security, insurance, philanthropy, succession planning, reputation management, art services, estate and horse stud management, aircraft and ship management, and private concierge services.

Floreat Real Estate

Floreat Real Estate is a dedicated team of investment professionals that provide comprehensive advice, investment analysis, and asset management services. The team's expertise and track record includes acquisition and disposal of assets, portfolio and asset management, and project and development management, of commercial, residential and industrial property in Europe.

Floreat Real Estate currently acts as the investment advisor to the Real Asset (RA) Global Opportunity Fund I Limited. The Fund invests primarily, but not exclusively, in income-producing, opportunistic and value-add properties in the UK and Germany. Additionally, Floreat offers co-investment opportunities to third parties on a deal by deal basis.

Floreat Wealth Management

Floreat Wealth Management is headed by the group Chief Investment Officer, who has 30 years of investment management experience. They advise clients in managing their equities, fixed interest and other global marketable securities portfolios on either a discretionary or non-discretionary basis, and provide clients with consolidated reporting.

Their approach is to think and behave as responsible, long term, patient investors. They do not concern themselves with making forecasts or comments on economic trends and share price movements over any period of time. The aim is to ensure that the purchasing power of our client’s wealth at least keeps pace with inflation over a long term time horizon.

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If you would like to learn more about Floreat businesses, please contact us.

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