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FUND MANAGEMENT

We design investment solutions giving institutional investors access to overlooked or hard-to-reach opportunities across the UK’s private company landscape.

Our offering is built on specialist origination channels developed over many years: advisory, valuation, funding and market engagement.

Our team brings deep experience across public and private markets, including alternative investment management, insurance portfolios and C-Suite roles within major UK pension funds and commercial enterprises. This allows us to design institutional-grade solutions that match real-world investment, governance and risk requirements.

We are currently developing strategic partnerships and gathering assets for innovative investment vehicles focused on long-term UK growth, innovation and impact.

Why work with us

Expertise

We offer a considered approach, backed by real experience in managing large, complex portfolios.

Access

We open access to high-quality, hard-to-reach opportunities across the UK’s private company and innovation economy.

Insight

We provide clear, data-driven insight, enabling confident decision-making through improved transparency and governance via tech-enabled processes.

Alignment

We focus on long-term outcomes, ensuring alignment between investors, companies, and the UK’s national growth and innovation priorities.

 

We believe that fund management should blend the interests of the investor and investee to ensure everyone receives the optimal outcome.

Modwenna Rees-Mogg / CEO

What we do

Long-term low risk private company income solutions

We create structures that allow institutions to access stable, income-generating private companies in an untapped and underserved market: mature, family-owned businesses. Our unique origination channels provide exposure to businesses not typically available through mainstream private equity, private debt or traditional fund platforms.
 

Innovation & science investment platform

We design opportunities that connect institutional and corporate capital with the UK’s most dynamic innovation channels, including public-sector accelerators and science-based innovation projects. Our unique access to these ecosystems gives corporate and institutional investors structured entry points into specialised, high-potential sectors aligned with their own strategic and investment objectives.

Policy-aligned UK investment solutions

Our strategies complement the UK’s cross-party goal of increasing domestic institutional investment, enhancing growth and employment. We focus on solutions that contribute to UK innovation and regional development, provide long-term return sources and offer diversified exposure beyond existing UK private market products.
 

Tech-enabled investment infrastructure

Our end-to-end technology platform underpins the full investment workflow from origination to reporting. This allows us to deliver improved transparency for investors, efficient data management, high frequency monitoring and stronger engagement for investee companies and partners.

Our areas of expertise

The team has decades of experience in private markets and alternative asset investing, ranging from venture capital to private credit. This includes working with HM Government on policy and innovative solutions to enable economic growth.

Why we are different

Specialist access
We provide exposure to private companies and innovation assets that are not typically accessible through traditional managers – from mature family enterprises to science-based ventures.
 
Unique origination channels
Our long-standing relationships across private companies, advisers, public-sector innovation programmes and entrepreneurial ecosystems give us deep insight into the market and proprietary deal flow.
 
Highly qualified team
Members of our team have held senior roles across alternative investment companies and major UK pension funds, as well as having worked with pension funds, insurance companies, sovereign funds and family offices – bringing institutional discipline, governance and risk expertise.
 
Integrated private markets expertise
Our insight across valuation, advisory and capital raising gives us an unmatched understanding of company dynamics and investor requirements.
 
Technology-enabled transparency
Our platform ensures clarity, efficiency and reliable information flow throughout the entire process.

Service you’ll receive

01. Solutions precisely designed for you

Fitting your risk and return objectives and respecting your budget.

02.  Providing quality assured investment activity and reporting

With 24/7 visibility so we are 100% accountable to you at all times. This means no surprises.

03.  Thinking ahead to mitigate risk and maximise opportunity

We have a number of unique solutions which enable us to predict change ahead of when it may happen.

Why clients choose with us

Expertise

Investors first

We believe in putting you first.
Access

Quality assured work

Fully tested and accountable to you.
Insight

Perfect fit investment strategies

Designed around what you need.
Alignment

Building up your team’s strengths

To help you achieve your goals.