Directory · GB
Investment Advice in United Kingdom
A register of firms and the professionals working at them in the Investment Advice sector based in United Kingdom. Browse the public index, then filter or export on Kipplo.
Companies
71 on file
Bfinance
bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews. Founded in the London-headquartered firm has conducted engagements for more than 520 clients in 45 countries and has 11 offices globally.
51 to 200 staff
Americas Capital
Americas Capital is a Real Estate Investment and Consulting company driven by an unwavering passion for innovation and value-added projects, ensuring traceability to our clients. We create real estate investment opportunities with above-average profitability. In more than 30 years, we have built a track-record of over 83 successful real estate investments, with more than 2,9 million sq. mts. developed in the industrial, multifamily and office markets, representing USD 5,1B in more than 50 growing locations in the USA, UK, Brazil & Argentina. We have partnerships with renowned large-scale developers/operators. It is essential for any investment portfolio to allocate 15%-20% of the capital in stable and profitable long term alternative investments including real estate. Along our trajectory, we have empowered 400 client's investment portfolios by diversifying them through real estate ventures that undergo a rigorous selection and due diligence processes. We offer integration with preferred investment technologies, including private equity, fundable (ISIN) and tokens to maximize investment potential.
51 to 200 staff
Bourne Park Capital
Bourne Park Capital is an independent alternative investment advisory company in London. Established in the company provides a full range of hedge fund investment related services for institutional investors seeking to generate Absolute Return Investments with transparency and liquidity using ESG compliant Managed Accounts.
1 to 10 staff
Fidelia Partners
Fidelia Partners is a relationship-based firm providing independent advice to a select group of Family Offices, as well as sourcing differentiated alternative investments. The team come from leading family offices, private equity funds, investment banks, asset management and accountancy firms, which provides a real breadth of experience to service its clients. Fidelia currently has relationships with ~300 Family Offices and selected institutional investors, and is focused on three core pillars: 1) Family Office Advisory: Supporting Single Family Offices with research, planning & strategy, investment origination & diligence and general advisory 2) Alternative Investment sourcing and placement: We provide access to specialist fund managers (geographic, sector or strategy experts) which provide exposure to enduring secular trends important to us and our network 3) Direct Deals & Co-Investments: Primarily Family Office led direct investments and co-investments alongside experienced entrepreneurs and managers who have a preference for long-term, value-add capital partners Fidelia is management owned and controlled, allowing us to act and think independently and tailor our approach to our clients’ needs.
1 to 10 staff
Citizens Advice Rotherham & District
Citizens Advice Rotherham offers practical up-to-date information and advice that is free, confidential, independent and impartial. Our advice is available to everyone regardless of race, gender, sexuality, age, nationality, disability or religion. We aim to ensure that Rotherham people do not suffer from a lack of knowledge on their rights and responsibilities in a wide variety of enquiry areas.
11 to 50 staff
Gs Capital Connect
GS Capital Connect is the bridge between innovative, emerging companies that are looking to raise capital and our active, engaged and growing ecosystem of investors in MedTech. We provide greater visibility for MedTech start-ups empowering them to bring structure, speed and efficiency to their fundraising and investor relations. Our team have been supporting MedTech start-ups in developing their compelling stories since and we are confident we can help you craft a clear and precise investor communication strategy that will help you secure the next investment round.
1 to 10 staff
I For Change
I For Change offers advice and consultancy services on social investment to investors and investees considering social investments, founded on a belief that social investments can be a more efficient and sustainable way of achieving positive outcomes than a traditional investment plus grant approach. I For Change was founded in 2012, and has worked on social impact bonds, and social investments spanning loans, funds, venture capital, and much more. We have worked on projects that bring positive outcomes in the UK domestic social sector, in international humanitarian aid, on climate change and on bio-diversity. We work with charitable trusts & foundations and professional investors: • Investment advice and due diligence. • Education & training on social investments, for trustees, investment committees or others. • Development of a social investment strategy. • Introducing you to new social investment opportunities. • Portfolio reviews, in the context of social investments. • Contract negotiations. We work with operating charities & social enterprises: • Evaluating social investment possibilities and opportunities • Advice on how to become "investor ready" • Advice and set-up of relevant investment structures • Integrating social investment & traditional fundraising • Contract negotiation • Social Impact Bonds Company registration number 8094327. I For Change Ltd is authorised and regulated by the Financial Conduct Authority
1 to 10 staff
Rix Capital
Investment advisory and investment management firm focusing on venture capital, private equity, public equities and hedge funds.
11 to 50 staff
3ci Cities Commission For Climate Investment
3Ci, Cities Commission for Climate Investment, is an innovative collaboration of local government and the private sector. Our mission is to support local authorities in securing the necessary long-term finance for achieving net zero. Our place-based experience and ability to convene government and financial institutions makes us perfectly placed to help deliver that investment.
51 to 200 staff
Bradbys Wealth Management
Bradbys approach is to always put you and your finances first. This is at the heart of everything we do – a complete service of the highest quality, professionalism and expertise covering all aspects of wealth management across the UK. Trust and mutual respect are intrinsic in our relationship, so we take time to get to know you because it is crucial to understand your unique set of circumstances, aspirations and attitudes to give you the best possible financial advice. Together we aim to build trustworthy relationships that will benefit you and your family not only today, but in the future. In partnership with you, we will create a precise financial plan with a clear path toward meeting your financial goals. It doesn’t end there. We will be beside you every step of the way, actively monitoring your assets and investments and recommending expert amendments as and when appropriate.*The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Bradbys Wealth Management is a trading name of Bradbys Ltd. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 6/8/2025
1 to 10 staff
Oak Road Ventures
Advisory to Public Sector, Family Offices, Financial and Investment Centres. Strategy, Investment, Execution & Technology
1 to 10 staff
Sorengo Partners
Sorengo Partners is an independent, single-strategy boutique investment manager. Portfolio manager Theron de Ris has over a decade of investment management experience. Our sole objective is to earn superior full cycle returns for our clients. True alignment of interests is central to our philosophy, informs our investment approach, and is hardwired into our operations, structure and terms. Our investment approach focuses on supply-side imbalances, rooted in capital cycle dynamics whereby capital flows into and out of industries, countries or companies, and returns on capital change. As economics improve, excess capital floods in, spoiling the party for everyone, and the cycle resets. Timing is key. We are patient, long-term investors, seeking opportunities before capital re-enters. Certain businesses and segments are less susceptible to the competitive pressures of the capital cycle. These include oligopolies, local monopolies, regulated industries, or those dominated by private equity, as well as segments where price is not the primary demand driver (e.g. luxury goods). Incumbents in these areas can sustain higher returns. Regulation or disruptive technologies can also distort the shape or duration of the cycle. Our framework is equally useful for identifying opportunities in this cohort. At the company level, we prioritize disciplined and effective cost and capital management. We favour owner-operator models and typically invest in small to mid-cap companies where inefficiency creates steeper valuation discounts. This approach takes us to unloved corners off the global market and “off-the-run” opportunities, offering the potential for both improving returns and revaluation. A concentrated international portfolio of 25-30 holdings reflects several uncorrelated capital-cycle themes and ideas.
1 to 10 staff
Aloxar Capital
We engage in the full value chain of the investment cycle and work in partnership with our clients, investing opportunistically across the capital structure. An emphasis is placed on Special Situations, Debt Restructuring and Activist trades in the European small to mid-cap space. A flexible approach enables us to not only participate tactically, but also to evolve across cycles - acting as a catalyst when access to capital is challenging and opportunities are ubiquitous. Our client base consists primarily of family offices and financial institutions.
1 to 10 staff
Archipelago Ventures
Specialists in investing in breakthrough deep-tech that's reshaping how materials move through the economy. We support circular systems that turn used materials into long-lasting resources.
1 to 10 staff
Harrington Verve
Experiential Investment & Wellbeing Advisory Harrington Verve is a premier luxury strategic investment and wellbeing firm dedicated to sophisticated investors, visionary professionals, and global brands. We specialize in corporate strategy, branding, PR, and market entry, curating high-impact opportunities that blend experiential and strategic investments with elite travel and wellbeing. From bespoke market positioning to exclusive investment pathways, Harrington Verve empowers clients to navigate international landscapes with precision, influence, and a refined edge. Whether expanding your brand, securing high-value assets, or enhancing personal and corporate wellbeing, we craft exceptional strategies for a world of limitless possibilities.#LuxuryStrategy #EliteInvestments #ExperientialWealth #HarringtonVerve
11 to 50 staff
Highfield Investments
Land, development and investment agency providing client-focused property consultancy throughout London and the South East.
1 to 10 staff
Lcaa Ventures
Investment, Property & Citizenship Solutions] LCAA is an international property / investment immigration and relocation company offering bespoke solutions in the UK and EU. We provide end-to-end support to private clients, as well as to businesses, family offices, banks and investment firms worldwide."Dreams come true when strong desire turns them into concrete actions. We will help you to achieve your goals"
11 to 50 staff
Warby Property Search
Warby Property Search is an independent property buying agency, specialising in the search and acquisition of property in London and the Chilterns. We work exclusively on behalf of clients who are looking to purchase property in the Chilterns and the surrounding area. Unlike estate agents who represent the seller, we are on the buyers’ side – acting as a trusted, independent advisor and giving our clients the edge in the property market. The operating principles of the business are simple: to offer our clients clear and diligent advice in a highly personable manner, and to source the finest homes for their needs, be that on or off market. We aim to simplify the house buying process and we are with our clients every step of the way, from defining their search brief until they complete on their new home. We understand that finding and buying a property can be a stressful, complex and time consuming journey – we aim to make it easier for you.
1 to 10 staff
Centsoir
Centsoir art is an online art dealership business, sourcing and certifying fine art from established artists by the likes of Pablo Picasso, Lucio Fontona to more contemporary icons like Yayoi Kusama and Andy Warhol. Our current collection showcases an impressive array of over 20 works of both public and private works by Warhol, sourced through our extensive networks. If you’re looking to grow your art collection or looking for a specific piece for your client, get into touch with us today.
1 to 10 staff
Fern Ridge Capital
Fern Ridge is a specialist investment management firm based in London that is focused on European asset-based private credit. The firm supports managed accounts for institutional clients that provide access to direct investments with transparency and control while providing counterparties access to flexible capital solutions. Fern Ridge Capital Ltd is an Appointed Representative of Robert Quinn Advisory LLP, which is authorised and regulated by the Financial Conduct Authority (FCA) with registration number 1031869.
1 to 10 staff
Inference Investment Management
Inference is a research driven systematic Investment Advisor, executing a trading strategy expressed in a portfolio of in-house developed investment strategies supported by an operations structure of in-house built systems and carefully selected service partners, prime brokers and liquidity providers. Inference Investment Management LLP (FRN: 1016975) is an appointed representative of Odin Capital Management Limited (FRN: 478321), which is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
1 to 10 staff
Innovorsa Group
Multi Generational Family Office Management, Business/Market Design, Finance and Capital Structuring.
1 to 10 staff
Unearth Capital
We are a research-driven investment advisor, specialised in basic industries. Our approach is a future-facing, high-conviction and long-term focussed.
1 to 10 staff
Venturinvest Ltd
VENTURINVEST LTD is an investment consultancy company that gives service to both investors and project developers.
1 to 10 staff
Whisky Solutions Ltd
We’re a London and Edinburgh-based independent Whisky retailer. Our dedicated and knowledgeable team of whisky experts and enthusiasts take great pride in providing excellent customer service. Whisky Solutions was created with a single goal in mind: to make whisky cask acquisition easier. We’ll walk you through every step of the process, whether you’re a private collector or represent a retail or institutional client, to help you add whisky casks to your portfolio.
1 to 10 staff
Zylo Trade
Zylo Trade is one of the most well-known and trusted platforms for Crypto Currency Trading, Forex Trading, Defi Protocols, NFT, Gold Trading and Staking. The platform's goal is to assist people to make more money, lead better and more secure financial life."
51 to 200 staff
Awesome & Unlimited
Helping busy women professionals to quadruple their Income through simple and proven approach to Property Investment.
1 to 10 staff
Investment Group Services Ltd
Many creative and ambitious people are trying to start a business, but they are struggling to find the necessary funds or the right investor to guide them. That’s why we decided to get involved in this endeavor and create the Investment Group Services network to connect entrepreneurs and investors and build a strong community. Our platform is for everyone, where people can interact in various ways and fulfill their great ideas, and accomplish their dreams. Our service is free to investors. There are no hidden fees or additional costs to our platform. There is no limit on how many projects every entrepreneur can publish with one subscription on our platform. You can create and publish multiply offers. For every great idea you have three opportunities to get funded: Your pitch will be reviewed by our dedicated specialists and if they approve it, we will directly invest in your idea. Your pitch will be listed on our website and if an investor likes your pitch, you will receive an email asking to connect. Your pitch will be emailed as a personalized message to our specially selected investors. Our main goal is to help you bring your great ideas to life.
1 to 10 staff
Vinadamo
We are an independent Fine Wine specialist that cares passionately about delivering an honest and straight forward approach to the wine investment market. Whilst we specialise in the most recognisable labels from the finest regions and vintages of the world, we also have access to the smaller production, high-quality wines from around the world too. Our aim is to offer you a simple and safe route of diversification away from more traditional areas such as property, currencies, equities and bonds.
1 to 10 staff
Aeon Wealth
As the name implies, our ethos is to build long-lasting, trusted relationships with our clients which span not just through years but across generations. Marta Derpenska set up Aeon Wealth, to change the perception that wealth is only about money. We believe that it is so much more than that: Wealth is the ability to fully experience life and do the things we love. Money and investments are only tools to help us achieve and live our best life. We work with C-Suite Executives, EVPs, Senior Professionals and Entrepreneurs to help them manage their money in a smarter way, so they have more time, choices, freedom and life! Aeon Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority)
1 to 10 staff
Sfjg Property
Deal Packaging Our property business specialises in property packaging, offering services where we identify, bundle, and sell properties as a single investment opportunity. We carefully source suitable properties, negotiate deals, package them together, and market them to investors. Our operations strictly adhere to the relevant laws and regulations governing this regulated activity. We advise investors to conduct thorough research and seek professional guidance before making any investment decisions. Property Flipping Property flipping is a crafty strategy employed by passionate real estate enthusiasts like us, where we acquire properties with a well-thought-out plan to resell them swiftly and skill-fully, aiming to make significant profits that excite us along the way. BRR (Buy, Refurbish, Re-finance) Imagine this: as savvy investors, we embark on a thrilling adventure of acquiring a promising property. With passion and dedication, we pour our energy into transforming it into a stunning masterpiece, amplifying its value in the process. And then, we seize the opportunity to refinance, unlocking the newfound equity and propelling our investment journey even further. It's a thrilling ride, where we turn dreams into reality and watch our financial success unfold.
1 to 10 staff
The Property Buyers Club North East
Are you an ambitious property investor with a keen eye for high-yield opportunities? Look no further! The Property Buyers Club is your trusted partner for unlocking the hidden potential of the North East property market. We specialize in connecting savvy investors like you with off-market gems that promise exceptional returns.
1 to 10 staff
Tourbillon Investment Management
We are a privately owned, independent firm based in London, UK. Ben Beneche and Ramesh Narayanaswamy, are seconded to Eschler Asset Management LLP to manage the Tourbillon Investment Partnership. The Tourbillon Investment Partnership is a long-only public equity fund investing in between 15 and 25 businesses globally using a fundamental, absolute-value oriented approach. We approach investing through the lens of long-term asset 'ownership' rather than stock 'trading', and invest opportunistically across countries, sectors and market capitalisations. We focus on three mental models which we believe reflect deep truths that have endured over decades: fulcrum assets, symbiotic loops, and outlier management.
1 to 10 staff
Tribridge.Co.Uk
Connecting Investors with the right commercial property, wherever it may be Tribridge is a market leading commercial property investment advisor, working with high-net-worth individuals, property companies and institutions.
1 to 10 staff
Vermeer Financial Planning
1 to 10 staff
Isq
We help our clients expand, engage, and raise investment from their direct and extended networks. We support clients in planning, preparing, launching and running a highly successful funding round. Our clients close their rounds on Seedrs, Crowdcube, or privately, using Seedlegals or Odin.
1 to 10 staff
Draycott Advisors
Draycott Advisors is a firm specializing in Environmental, Social, and Governance (ESG) investments aimed at safeguarding investors' capital and ensuring stable returns. We focus on beneficial projects for the planet and society, offering bespoke investment services, account management, co-investment opportunities, and business activity management. We also provide consultation, transactional support, and corporate finance solutions. Our primary focus areas include clean energy, world-class technology, and agriculture. Our portfolio involves renewable energy and infrastructure projects, facilitating foreign direct investments in technology, and leveraging our expert team's industry experience for agricultural investments. Our proficient team, with backgrounds in banking, private equity, and agriculture, drives our ESG investments for societal and environmental betterment. With over 60 years of combined experience, our partners offer consulting, investment execution, and relationship management services. We have executed numerous projects as investors and advisors, managing a 1 GW solar and storage portfolio across the UK, Germany, Italy, and Greece, and contributing to biogas plants in Italy, Germany, and the Netherlands. We operate a animal waste-powered facility in Denmark and are converting a UK waste-to-energy plant into an advanced recycling facility. In the tech sector, we connect skilled individuals with appropriate investors, offering our network access to cutting-edge technologies and solutions. In agriculture, we promote sustainable and innovative farming practices, leveraging our profound knowledge, strategic relationships, and industry experience.
11 to 50 staff
Dinheiro Limpo
Nossa missão é levar a educação financeira para as famílias angolanas e provar que o futuro é para todos, estando alinhados que apenas por este meio é possível desenvolver um país como o nosso. Estamos a democratizar o entendimento e os processos de investimento em mercados financeiros em Angola
1 to 10 staff
K2q Capital Limited
K2Q CAPITAL LIMITED is a London based boutique systematic Macro Investment Advisor
1 to 10 staff
Ebsmiami Limited
EBSMIAMI is a premier investment advisory firm specializing in Private Placement Programs for high-net-worth individuals, institutional investors, and family offices. With a deep understanding of global financial markets and elite banking instruments, we provide secure, high-yield investment opportunities while ensuring strict compliance and risk management. Our Expertise We leverage a network of top-tier financial institutions, regulated traders, and banking professionals to structure exclusive investment strategies. Our team is dedicated to delivering unparalleled financial solutions, helping clients maximize their wealth through private, high-frequency trading programs. Our Core Services Private Placement Programs – Access to exclusive, high-yield trading opportunities Wealth Management & Advisory – Tailored financial strategies for asset growth Risk Mitigation & Compliance – Secure investments through regulated banking channels
11 to 50 staff
Radison Group
Asesoramos a nuestros clientes, de forma independiente en los mecanismos de inversión personal, con el objetivo de construir, incrementar, mantener y/o diversificar su patrimonio individual u organizacional a través de diversos instrumentos financieros.
11 to 50 staff
Oax Ventures
Advisory at the intersection of capital, strategy, and execution. OAX Ventures is a specialist advisory platform supporting family offices, HNWIs, angel syndicates, and early-stage operators across private markets. The firm bridges the gap between capital and execution, helping investors make smarter deployment decisions and founders build investable, scalable businesses. OAX delivers hands-on support across the full investment lifecycle, including: • Commercial due diligence on direct deals, funds, and co-investments • Post-deal operational improvement and value creation • Go-to-market and capital strategy for startups and growth-stage companies • Fractional leadership, founder advisory, and investor readiness preparation • AI and digital enablement for traditional SMEs looking to modernise and scale With experience spanning venture capital, private equity, and real assets, OAX Ventures works globally with clients across Europe, the UK, North America, and MENA. Whether supporting next-generation family offices or helping founders raise and scale with clarity, OAX brings a practical, investor-operator mindset to every engagement.
1 to 10 staff
Crypto Profit
Your Expert Guide to Financial Freedom through Cryptocurrency Investing This eye-opening book explains why, contrary to what most people believe, investing in cryptocurrencies is actually a good idea. In fact, cryptos are on track to be the best investment opportunity of the 21st century. Welcome to the truth about Crypto Profit.
1 to 10 staff
Cryptex Miner
Cryptex Miner is a next-generation cloud mining company dedicated to simplifying the way people participate in cryptocurrency mining. Founded on the belief that blockchain technology should be open and approachable, we provide secure, transparent, and efficient mining solutions that allow anyone—from first-time investors to seasoned crypto enthusiasts—to share in the rewards of digital asset creation. By combining enterprise-grade mining hardware, advanced security protocols, and a user-friendly platform, Cryptex Miner removes the complexity of managing rigs, electricity, and cooling infrastructure. Our focus is on maximizing efficiency while minimizing barriers to entry, ensuring our clients can benefit from crypto mining without the traditional risks and overhead. We are committed to building trust in the industry through clear communication, consistent payouts, and a dedication to compliance and transparency. Our team blends expertise in blockchain technology, finance, cybersecurity, and customer success—working together to deliver a mining experience that is both profitable and reliable. Mission Statement: To empower individuals and institutions worldwide by providing a seamless and transparent gateway into the world of cryptocurrency mining. Vision: A future where access to crypto mining is democratized, trusted, and sustainable.
11 to 50 staff
Providence Wealth
Providence Wealth is a UK property investment firm specialising in premium off-plan developments, guaranteed rent solutions for landlords, and discreet off-market acquisitions and disposals. We focus on quality, transparency and fundamentals - only selecting opportunities that meet strict criteria on developer strength, location fundamentals and long-term demand. Premium Off-Plan Property Investments We provide access to the strongest off-plan developments in the UK. Each scheme is vetted for build quality, developer track record, pricing, demand and future growth potential. Clients benefit from: • Early-access pricing • Flexible payment structures • High-demand rental locations • Full guidance from enquiry through to completion We only promote developments we’d invest in ourselves. Guaranteed Rent Solutions for Landlords We secure direct leases with trusted, government-funded supported housing providers - not rent-to-rent operators. Landlords receive: • Guaranteed rent, paid on time every month • Zero voids • Long-term, secure tenancy agreements • Management and maintenance covered A compliant, hands-off solution designed for landlords who want predictable income without the stress. Off-Market Land, Blocks & Portfolio Sales We assist investors and developers in acquiring high-quality off-market opportunities - including land, blocks of apartments, portfolios and income-producing assets. For sellers, we offer a discreet, secure route to serious buyers through our private network. We only handle mid- to high-value assets, ensuring credibility and efficiency on both sides. If you’re an investor looking for vetted off-plan developments, a landlord seeking secure guaranteed rent, or a buyer/seller of off-market assets, we’d be happy to discuss how we can help.
1 to 10 staff
Stirling Introductions
Buying a home. Changing jobs. Growing your family. Inheriting money. Life doesn’t stand still, and neither should your financial planning. We’ll introduce you to qualified advisers who can guide you through the milestones that matter.
11 to 50 staff
Bytetree Group
ByteTree is here to help you manage your investments. Led by ex-HSBC fund manager Charlie Morris, ByteTree offers a growing range of research services, from multi-asset portfolio management to fundamental value and momentum investing. Our flagship investment product is BOLD, which is a monthly rebalancing of Bitcoin and gold delivering one of the highest risk-adjusted returns in the passive fund universe.
1 to 10 staff
Celsius Re Ltd
Celsius Re is my investment advisory vehicle. My clients have been investment banks, private equity firms, sovereign wealth funds, family offices, and pension funds. My role is to assist these firms with Re/Insurance buy side M&A. What began as ad hoc advisory has morphed into a business. Celsius Re has acted as an advisor to over $2 billion of Re/Insurance transaction value M&A. Unlike a typical M&A advisory, my firm embeds itself within the firm that has engaged us. We work with our client side by side and typically onsite through the transactions conclusion. We serve as the engaged firms experience re/insurance market professional for hire. We serve the engaged firm from preliminary through to confirmatory due diligence. We have brought value by both flushing out issues by working with our client and sell side in finding solutions to those issues. We have also brought transaction creative value by finding solutions to potential transactional roadblocks. We have been involved in business model creation, co-investor presentations and third party professional (actuarial, governance, legal) appointment. to the transaction who will bring value added. We have seen our role grow by transaction. We are now actively involved in confirmatory due diligence, transaction terms as well as reps and warranties. Our resolve is to be constructive and helpful. Not hinder the closing process. Celsius Re is not a buy side investors legal, actuarial, audit, governance, asset management or investment banking advisory. Those roles and the legal implications of those roles are best served with firms of scale and reputation. We instead focuses on assisting the client on the optimal usage of the advisory services that it has deployed. Look at Celsius Re as the hiring of Re/Insurance investment professionals with nearly four decades of experience. As an in house consultant onsite to provide professional support during your due diligence process. pmills@celsiusre.com
1 to 10 staff