James Wilcox

Spear’s Review

Since James Wilcox and entrepreneurs Hussam and Mutaz Otaibi restructured the Switzerland-based Floreat in 2011 to form an investment boutique on Grosvenor Street, the firm has forged a reputation as a ‘go-to house for substantial families’.

‘We are different,’ Wilcox told Spear’s. ‘We have financial and non-financial structures. The finance side covers investment, real estate, fixed income and principal investing, while the non-financial side covers financial succession, wealth management, wealth transfer and philanthropy. 

‘Our operational experience and financial skills bring a specialist approach in serving large UHNW families and complex client affairs.’