Patrimony · Restricted access
Before this door opens, the law asks who you are.
The families and institutions this practice serves are not named here, and never will be.
Nothing on this website is an offer, a recommendation, or a view on the merits of any investment. To the extent that any part of it is an invitation or inducement to engage in investment activity within the meaning of section 21 of the Financial Services and Markets Act 2000, it is directed only at the persons described below, and it must not be acted on by anyone else. The four paragraphs that follow are short, they are the law, and they are the reason this door is shut.
Under section 21 of the Financial Services and Markets Act 2000, a firm that is not authorised by the Financial Conduct Authority must not communicate an invitation or inducement to engage in investment activity unless an exemption applies. Contravention is a criminal offence under section 25, and under section 30 an agreement that results from an unlawful communication may be unenforceable against the person who received it. Those consequences fall on the communicator. That is why this firm, and not you, polices this door.
This room relies on the exemptions in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. Article 19 admits investment professionals: authorised and exempt persons, and persons whose ordinary activities involve carrying on activity of the kind this room describes, for the purposes of a business. Article 49 admits high net worth companies, unincorporated associations and trusts that meet the thresholds the Order sets. A family office ordinarily enters through the vehicle it operates: where that company or trust meets the Article 49 thresholds, it may pass; a private individual does not pass by standing behind it. The conditions of both Articles require proper systems and procedures to keep this material from being acted on by anyone else, and this gate, together with the declarations it takes and the correction protocol beneath, is how those systems are kept.
Then this room is not directed at you. The protections the law builds for retail investors exist precisely so that material of this kind does not reach them. A declaration made in words you know to be untrue is a misrepresentation: English law allows the party who relied on it to set aside what followed from it, and this firm will use that right, including to refuse any dealing that began at this door. You would stand outside every protection the regime built for you, by your own hand. We ask you instead, plainly and with respect, to go no further.
The categories above are creatures of United Kingdom law. No foreign equivalence exists and none is claimed: your own country's law decides what may lawfully be put in front of you and what you may act upon, and a number of jurisdictions restrict their residents from acting on foreign material of this kind. By proceeding, you confirm that you may lawfully do so under the law of your place of residence. That confirmation, and that responsibility, are yours alone.
Now tell us who you are. We will hold you to it exactly as far as the law does.
Then we must ask you to stop here, and we ask it with respect.
The rules that close this room to private individuals exist for their protection, and we keep them to the letter. Nothing you have seen on this page is an invitation to engage in investment activity. If your family maintains an office or retains professional advisers, they are welcome to read this room and to write on your behalf. If you answered in error, write to the firm at its registered address, marked Patrimony, and say so: the correction is made in writing, not by a second click, because the record of who passed this gate is part of how the gate is kept.
By answering, you make a formal representation of your own legal status, on which this firm relies as its grounds for opening this room. The duty under section 21 is ours and it stays ours: your declaration does not move it, and was never asked in order to move it. What a false declaration does is different: it is a misrepresentation, yours to answer for, on which this firm will rely. The answer is held in your browser and transmitted nowhere: this site collects nothing.
Patrimony · The mandate
Carry a family's capital to the table, properly.
There is a moment in every family's life abroad when the question stops being whether and becomes how: how a holding in one country reaches a regulated manager in another without the family learning the route by burning on it. The mandate exists for that moment, and for nothing else. One family, one file, one table at a time.
01 · The eight movements
The work
Eight movements, in a fixed order.
Every mandate runs the same spine, and you can hold us to it. The order is not habit. Each movement exists to protect the one after it.
- 01 The question, framed Which financial centre suits your objective, and what kind of regulated manager belongs across the table. Jurisdictional counsel first, names later. And before any of it: our written terms, signed by you, stating every advantage this firm stands to receive from any party in connection with the engagement, from whom, and on what event. Nothing begins before you hold that page. The comparison of centres is set out in the two centres.
- 02 The file, built Your position, your holdings and your objective, prepared into materials that carry both our names. A file a regulated institution can rely on is built to be examined, and we build it knowing exactly who will examine it.
- 03 The approach, under seal One specific manager, approached under a written confidentiality agreement before your name is spoken. The wall travels with the file.
- 04 The joint table We present the file beside you, to the institution, in one room. You are never handed over. You are accompanied.
- 05 The manager's own work The institution runs its own independent diligence and reaches its own view of you, under its own regulator's conduct rules. Where it advises you, your decision rests on that advice and on your own advisers, never on ours: we have none to give on merits and decline to form any. This is not modesty. It is the architecture that protects you, and it is why the movement is never skipped.
- 06 Terms, in writing A formal written agreement between this firm and the institution supersedes the confidentiality agreement. It changes nothing you were told at the start: every advantage this firm stands to receive was stated to you in writing before the first movement, and it is restated here. Nothing about our position in the room is ever undisclosed to you, at any stage.
- 07 The negotiation We advocate for your terms while your own solicitor stands beside you, separately instructed and answerable only to you. Two advocates, two duties, one side of the table.
- 08 Completion The capital moves under the manager's regulated regime, through regulated channels. It never passes through our hands, because it never needs to.
02 · What it is not
The refusals
Read what it is not, before you rely on what it is.
We manage nothing of yours and hold nothing of yours. The regulated manager manages; we carried you to its table and we stay at your side of it.
Whether to proceed is your decision, formed on the institution's own advice and your own advisers'. We speak to structure, process, terrain and counterparties, and we stop there. And when you ask us what we think of the investment itself, and families do ask, we decline and say the same thing every time: take that question to a regulated adviser of your own. The question, the refusal and the recommendation all go in the file.
Regulated institutions refuse files, and serious ones refuse often. If your file will not survive the examination, we say so before the approach is made, not after it fails.
The mandate is built for families and institutions whose vehicles meet the thresholds the exemptions in this room depend on, and we ask for that standing in writing before an engagement exists, rather than inferring it from a well-cut letter. Most approaches to this practice are declined, and the reasons are given plainly.
The mandate carries you to the table. It never replaces the table.