Real assets
Commercial property held directly and through structures, from acquisition and financing through to repositioning and exit.
Sydney and Singapore. Operating since 2009.
Private capital, run with the controls already built in
We are a private investment group. We structure, hold and report on capital for a small number of private clients and family offices, across property, market portfolios, digital assets and direct company holdings.
Established2009
Based inSydney and Singapore
We work withPrivate clients and family offices
MandatesLong hold, by arrangement
What we do
Four things, held to one standard
Different asset classes need different expertise. They do not need different discipline. Everything we hold sits inside the same structure, the same reporting line and the same limits.
Market portfolios
Listed equity, managed funds and structured products, held against a written mandate with reporting that reconciles to the custodian.
Digital assets
Custody, exchange access, tax position and compliance, handled with the same controls we apply to any other asset class.
Ventures and technology
Direct holdings in private companies, with hands-on involvement where the technology or the governance is the thing that needs building.
How we work
Mandate, structure, oversight. In that order.
Most problems in private capital are not investment problems. They are structural problems that only became visible later. We do the order-of-operations work first.
01
Set the mandate
What the capital is for, what it may hold, and the limits it operates inside. Written down and agreed before anything is committed.
02
Build the structure
Entity, custody, banking and tax position designed around the mandate and the jurisdictions involved, not retrofitted to a deal already done.
03
Hold the line
Reporting, reconciliation and periodic review, so a position is never carried on trust alone and nothing is discovered at year end.
Why clients stay
We would rather turn a deal down than carry a position we cannot explain, report and unwind.
Built for the awkward cases
The work we are usually called in for sits across borders, across asset types, or across both. A property structure in one country and a custody arrangement in another. An asset class the accountant has not met before. A holding that has to satisfy a bank, a regulator and a family at the same time.
We have been doing that since 2009, through the arrival of digital assets and the compliance work that came with it, from Sydney and from Singapore.
Tell us what you are working on
If you are weighing a structure, a cross-border move or an asset class your current arrangements were not designed for, start there. We answer enquiries personally.