Company

Floreat

Geographical focus

Switzerland

United Kingdom

Client types

Institutional clients

Philanthropists

Sophisticated investors

UHNW

Customer types

Company

Floreat

Floreat was established in 2006 to serve a select group of ultra-high net worth clients and institutional investors. Core to our investment philosophy is a belief in the potential of new and alternative investment ideas. This conviction drives our exploration of ideas that provide innovative ways to co-invest with our clients, sharing both the risk and reward.

We understand the unique needs of the private individuals and families we work with. Rather than considering investments in isolation, we offer a full private office platform to manage the complexities that can come with wealth and success. This bespoke service means we only work with a select number of clients, providing them with an integrating service – tirelessly striving to be a reliable partner and trusted adviser for the long term

 Although we are known for investing in alternative and real assets, we also offer more traditional assets, such as equities, to provide our clients with a fully integrated offering. In everything we do, we are focused on providing the very best for our clients and as a privately owned and independent group, we have the freedom and creativity to deliver.

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