- We are transparent and are only paid by our clients
- Our Partners and employees invest alongside clients and are therefore properly aligned with them
- We put innovation at the heart of our model
- We offer a highly bespoke service
Our objective is to protect and increase the wealth of our clients by providing superior risk-adjusted returns throughout cycles. We add value in two areas: asset allocation – strategic and tactical – and fund selection.
For Private Clients
We work with families to identify and clarify their wealth goals.
We use this to help create a roadmap for assets: from creating your investment strategy through implementation and monitoring markets, we keep your portfolio in line.
We operate either on a discretionary or advisory basis, depending on how much control the investor wants to have over day-to-day decision making.
Our team selects best-of-breed funds wherever they happen to be. We are not tied to in-house products. Given our scale, we normally invest through the lowest fee share classes and often negotiate better access terms, thereby improving access and reducing costs for our clients.
Partners and employees invest their personal wealth alongside clients.
For more information, please email us.
For institutions and institution-sized families
We offer an Outsourced Chief Investment Officer (OCIO) service for investors who would ideally have their own professional investment office but understand the need to get access to broader expertise and opportunities than is possible using an inhouse structure. Our assigned team behaves as if they are directly employed by the investor, while drawing directly on the resources and buying power of the Stanhope Group, a leading investment management company, to invest globally across public and private markets using best-of-breed external managers.
The OCIO service is built on a holistic understanding of the investor’s evolving situation. The approach is engaged and proactive, and is flexible enough to allow inputs and participation by the investor’s own investment staff or family members. Thus, it can be either discretionary or advisory, or even a hybrid, split by asset class. Whichever option is chosen, our team regards itself to be fully accountable for meeting the investor’s broader aims.
For more information, please email us.
Our consulting team focuses on charities, non-profit organisations and wealthy families seeking independent advice on asset allocation, manager selection or the supervision of existing portfolios.
The team, which operates independently from the Wealth Management division, undertakes bespoke research projects in all asset classes and all regions of the world.
Consulting uses its extensive database to benchmark managers against markets and peers giving clients a clear and holistic view of their assets.
For more information please email us.
Our Private Investments team enables our clients to have access to private equity, real estate and private credit investments. This is done through a range of access vehicles and funds directly managed by Stanhope Capital.
Through the access vehicles, our clients are able to invest with some of the world’s best known funds which often have high minimum thresholds (e.g. 10mn USD for a single investor). The access vehicles are diversified by strategy and region.
In parallel, we structure and manage funds covering niche strategies in areas such as development capital, buy-outs and real estate, e.g. the Stanhope Entrepreneurs Fund (SEF) and the German Real Estate Fund (GREF).
Our Merchant Banking team provides corporate finance advice on mergers, acquisitions, disposals, restructurings and capital raising – debt and equity.
Our clients are typically prominent entrepreneurs, family-owned businesses, private and public corporations seeking an independent approach to implement their strategic plans.
To find our more about Stanhope’s services, contact us at enquiries@stanhopecapital.com
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In a crowded private equity landscape, the Stanhope Entrepreneurs Fund aims at filling two major gaps in the development capital and leveraged buy-outs sectors:
We aim to create a community of like-minded entrepreneurs who see the benefit of sharing their ideas and operational expertise in a platform managed by a team of highly experienced private equity professionals.
The Portman Square German Real Estate Fund is a dedicated fund focused on small to medium sized well-let quality real estate assets in Germany’s seven major cities.
The Fund takes advantage of exceptionally low borrowing rates available in Germany, a property market, where although real estate prices and rents have increased in recent years, they remain below other major European markets.