UHNW Wealth Managers
Private equity investment
Legal Advisory Services
Wealth Management & Private Banking
Since James Wilcox and entrepreneurs Hussam and Mutaz Otaibi restructured the Swiss-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 tells 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.’
James Wilcox has been a trusted legal adviser to a great number of substantial global clients. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. In his over 30 years' experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, families, and governments. He joined Floreat in 2012. His expertise includes managing complex succession, directing external advisers, reputation management, and settling multi-jurisdictional litigation. James is involved in philanthropy in both a personal and a professional capacity. As well as advising on and structuring the legacy endeavours of clients, he serves as a trustee for several charities.
Rank: Top Recommended
Top Recommended 2023, UHNW Wealth Managers