The products and services referred to on this site are not available to the general public in any jurisdiction, and the information provided does not constitute an offer, invitation to acquire or sell any service, product or security referred to on this site. Read more about the findings of the report, as well as commentary from James and others at: The Spears Wealth Management Survey 2021. 3, 3bis and 3ter CISA. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. Please check our Spear's Magazine Privacy Policy to see how we protect and manage your submitted data. Supporting the arts on behalf of our clients and partners. We use a web analytics service to monitor the usage on the website. Pictet does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon in deciding whether or not to invest in the fund. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. Our operational experience and financial skills bring a specialist approach in serving large UHNW families and complex client affairs, he stresses. Our strategies are not suitable for retail clients. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. The state of the origin of the Real Assets Global Opportunity Fund is the British Virgin Islands, whilst the paying agent in Switzerland is Credit Suisse AG, Paradeplatz 8, CH-8001 Zurich. 06681961. Jamesis involved in philanthropy in both a personal and a professional capacity. 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Founded for the need to preserve, protect and grow our own capital. He joined the firm in 2012. Investing with Floreat may be restricted in some countries and as such, any person who receives this document is required to make themselves aware of their respective jurisdictions and observe any restrictions. If you would like more information about our capabilities and services, please get in touch. Long-term, responsible investing aiming for inflation-beating returns. They help us to improve our site and to deliver a better and more personalised service. 3, 3bis and 3ter CISA. In the event of such a breach, your right to use our site will cease immediately. We have financial and nonfinancial structures. Floreat Group James Wilcox General Manager (NSW) Commercial and Delivery at RPS Australia Asia Pacific Sydney, NSW. We use a web analytics service to monitor the usage on the website. James Wilcox qualified as a solicitor in 1982 and thereafter studied Corporate Finance at the London Business School. We may include external links to provide further information and for your convenience. He also helps structure legacy endeavours on behalf of clients. Pictet does not act as sponsor or promoter. the use, inability to use or the results of use of this site; any external sites linked to this site (and the information contained on those sites), your downloading of any material from this site or any externally-linked sites; or. At Floreat, we encourage donors to be as involved as possible, and to understand every stage of the process, from grant applications to donor agreements. We use a web analytics service to monitor the usage on the website. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. We have financial and non-financial structures. Works at J&R Schugel Trucking. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. The state of the origin of Principal Investing Fund I, Global Fixed Income Fund I and Long View II Limited is the Cayman Islands, whist the paying agent in Switzerland is Banque Pictet & Cie SA, Route des Acacias 60, 1211 Geneva 73. Institutional investors are attracted by our creativity and track record of securing returns in an ever-challenging world. James is very involved in p. Find out about working with us at Floreat. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this site. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. Since James Wilcox and entrepreneur Hussam 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. Our content is for your general information and use only. As well as advising on and structuring the legacy endeavours of clients, he serves as a trustee for several charities. We may also suspend, withdraw or restrict the site for business or operational purposes. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. 593551. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. You are responsible for configuring your information technology, programmes and platform to access our site. PLEASE NOTE: A verification email will be sent to your address before you can access your trial. Our strategies are not suitable for retail clients. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. 593551, registered in England and Wales, no. An entrepreneurial spirit defines our individual and collective strength. 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. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. Get to know our dedicated, experienced team. You should use your own virus protection software. 3, 3bis and 3ter CISA. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. If you do not agree to these terms, you must not use our website. Investing with Floreat may be restricted in some countries and as such, any person who receives this document is required to make themselves aware of their respective jurisdictions and observe any restrictions. Investing with Floreat may be restricted in some countries and as such, any person who receives this document is required to make themselves aware of their respective jurisdictions and observe any restrictions. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. active Company address: FLOREAT PRIVATE LIMITED 33 GROSVENOR STREET, LONDON, ENGLAND, W1K 4QU FLOREAT PRIVATE LIMITED Company Documents Total company documents available: 27 view documents of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). The products and services referred to on this site are not available to the general public in any jurisdiction, and the information provided does not constitute an offer, invitation to acquire or sell any service, product or security referred to on this site. The state of the origin of the Real Assets Global Opportunity Fund is the British Virgin Islands, whilst the paying agent in Switzerland is Credit Suisse AG, Paradeplatz 8, CH-8001 Zurich. Neither the fund nor the investment managers are based in an EU member state and would therefore be classed as a third country AIF and third country AIFM respectively. LinkedIn is the world's largest business network, helping professionals like James Wilcox discover inside connections to recommended job . CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. 3, 3bis and 3ter CISA. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. You are not permitted to re-publish any information obtained from this website without our prior consent. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. Pictet will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets of the fund, and their additional role as paying agent and will have no other duties or responsibilities. James Charles Wilcox has been working at FLOREAT PRIVATE LIMITED since 07 November 2014, currently, he/she works on the position of a Director. 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. We have no responsibility for the content of the linked site(s). James Wilcox Managing partner at Floreat Group London. In compliance with the marketing restrictions imposed by the AIFMD and the private placement laws of Switzerland, a number of our funds have engaged local distributors and paying agents, which are authorised and regulated to market the funds and liaise with potential investors. As Head of Private Offices, James Wilcox has been a trusted legal adviser to some of the wealthiest Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. Already a subscriber? Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. . Supporting the arts on behalf of our clients and partners. Floreat Group viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. To request access to the dataroom, please contact Investor Relations. In compliance with the marketing restrictions imposed by the AIFMD and the private placement laws of Switzerland, a number of our funds have engaged local distributors and paying agents, which are authorised and regulated to market the funds and liaise with potential investors. Real assets offering long-term investments geared for income. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). We are not responsible for viruses and you must not introduce them.We do not guarantee that our site will be secure or free from bugs or viruses. Unauthorised use of this site may give rise to a claim for damages and/or be a criminal offence. Keeping you up to date on the latest Floreat news and views from our team. James Wilcox Nottingham Trent university graduate Loughton, England, United Kingdom 43 followers 42 connections Join to view profile Loughton Motor Company About 1st class honour's degree: BA. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). Alternative Investment Managers Directive 2011/61/EU. We are not responsible for viruses and you must not introduce them.We do not guarantee that our site will be secure or free from bugs or viruses. Join to view . We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. If you would like more information about our capabilities and services, please get in touch. This is the third year James has been cited as a 'top recommended' UHNW wealth manager. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). We seek best-in-class real estate assets across the UK and Europe. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. They help us to improve our site and to deliver a better and more personalised service. You acknowledge that you are accessing this website on your own initiative and are responsible for compliance with all laws and regulations applicable in your own jurisdiction. You are not permitted to re-publish any information obtained from this website without our prior consent. Alternative Investment Managers Directive 2011/61/EU. For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. James Wilcox. Neither the fund nor the investment managers are based in an EU member state and would therefore be classed as a third country AIF and third country AIFM respectively. Access to high-growth, early-stage companies and off-market luxury assets. We may include external links to provide further information and for your convenience. Investing with Floreat may be restricted in some countries and as such, any person who receives this document is required to make themselves aware of their respective jurisdictions and observe any restrictions. Jay Dardenne and State Librarian Rebecca Hamilton recognized Wilcox at an award . We invest responsibly, taking the long term view. If information displayed on these sites concerns collective investments vehicles that have not appointed a Swiss representative and paying agent, we inform you that they cannot be distributed to investors in Switzerland, even to Qualified Investors. CS shall not supervise or control the activities of the investment manager, or the administrator. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. Pictet will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets of the fund, and their additional role as paying agent and will have no other duties or responsibilities. We offer a truly integrated service to help preserve and grow the wealth of our clients. We offer a truly integrated service to help preserve and grow the wealth of our clients. We may make changes to our site from time to time and it is subject to change without notice. If information displayed on these sites concerns collective investments vehicles that have not appointed a Swiss representative and paying agent, we inform you that they cannot be distributed to investors in Switzerland, even to Qualified Investors. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. Get to know our dedicated, experienced team. James Wilcox Managing Partner at Floreat Group. Since James Wilcox and entrepreneur Hussam Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor Street, the firm has forged a reputation as the go-to house for substantial families. Pictet does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon in deciding whether or not to invest in the fund. All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the site. We may also suspend, withdraw or restrict the site for business or operational purposes. We have no responsibility for the content of the linked site(s). He is also featured in the Spear's 500 directory of the top private client advisers. ), Create custom alerts for specific article and case topics and, I took a free trial but didn't get a verification email. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. Alternative Investment Managers Directive 2011/61/EU. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Registered office: 33 Grosvenor Street, London, W1K 4QU. If you access any third-party links, you do so entirely at your own risk. Philanthropy underpins much of the work we do. Pictet does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon in deciding whether or not to invest in the fund. I value the long-standing relationships I have built with my clients and I look forward to continuing to serve them. Past performance is no indication of current or future performance. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Pictet will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets of the fund, and their additional role as paying agent and will have no other duties or responsibilities. Legal Advisory Services. You are in control of the communications you receive from us and you can update your preferences anytime to make sure you are receiving information that matters to you. 10 para. Unauthorised use of this site may give rise to a claim for damages and/or be a criminal offence. CS will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets, and will have no other duties or responsibilities. Floreat's top considerations when setting up charitable endowments, Spear's Wealth Management Survey 2021: contributing to the conversation. Cookies contain information that is transferred to your computer's hard drive. If you would like more information about our capabilities and services, please get in touch. We offer a truly integrated service to help preserve and grow the wealth of our clients. We do not endorse or make representations about them, or any material found there, or any results that may be obtained from using them. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). This material includes, but is not limited to, the design, layout, look, appearance and graphic. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. 276 followers 273 connections. Spear's Magazine profiles leading figures in the world of wealth management. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. CS shall not supervise or control the activities of the investment manager, or the administrator. James Wilcox, Head of Private Offices, weighs in on the results of the Spear's Wealth Management Survey 2021, which gathers the opinions of select wealth managers working with HNW and UHNW clients. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. In compliance with the marketing restrictions imposed by the AIFMD and the private placement laws of Switzerland, a number of our funds have engaged local distributors and paying agents, which are authorised and regulated to market the funds and liaise with potential investors. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. Sales of luxury residential properties over $25 million in London are st, Fine art and collectable cars are the luxury investments with the strong, Clinique La Prairie sits in an enviable location overlooking Lake Geneva, Receive 4 glossy issues directly to your doorstep, Chasing crypto and crunching data: inside the rise of private investigations, The best aviation and yacht finance advisers for high-net-worth individuals in 2022, Inside the London Metal Exchanges March trading shutdown. 593551. Private debt offers a potential illiquidity premium that can exceed returns. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. The intention is to market funds to investors based in Europe and Switzerland. james has 1 job listed on their profile. 10 para. View James Wilcox's profile on LinkedIn, the world's largest professional community. The intention is to market funds to investors based in Europe and Switzerland. Pictet does not act as sponsor or promoter. Founded for the need to preserve, protect and grow our own capital. For the purposes of the Alternative Investment Managers Directive 2011/61/EU (the AIFMD), a number of our funds are categorised as alternative investment funds (AIFs). This material includes, but is not limited to, the design, layout, look, appearance and graphic. In his over 30 years experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, their families and governments. The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. Keeping you up to date on the latest Floreat news and views from our team. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. Get to know our dedicated, experienced team. Data protection, IP addresses and cookies. 529 others named James Wilcox are on LinkedIn . In his over 30 years' experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, their families and governments. James Charles Wilcox, Floreat Merchant Banking Ltd: Profile and Biography - Bloomberg Markets Subscribe Live Now Bloomberg TV+ Bloomberg Markets The Close Romaine Bostick breaks down the. The products and services referred to on this site are not available to the general public in any jurisdiction, and the information provided does not constitute an offer, invitation to acquire or sell any service, product or security referred to on this site. To request access to the dataroom, please contact Investor Relations. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. Investing with independent spiritand a shared outlook. For the purposes of the Alternative Investment Managers Directive 2011/61/EU (the AIFMD), a number of our funds are categorised as alternative investment funds (AIFs). CS shall not supervise or control the activities of the investment manager, or the administrator. James Wilcox. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. James Wilcox General Manager - Huntingdon and Nottingham Racecourse United Kingdom 908 followers 500+ connections Join to view profile The Jockey Club Activity Hello Mr Blue Sky! We do not endorse or make representations about them, or any material found there, or any results that may be obtained from using them. Get to know our dedicated, experienced team. James Wilcox recognised as top-ranked UHNW client adviser James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index. View James Wilcox's professional profile on LinkedIn. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. . James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index. You should use your own virus protection software. Real assets offering long-term investments geared for income. To request access to the dataroom, please contact Investor Relations. For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. JAMES WILCOX C/O FLOREAT PRIVATE LIMITED 33 GROSVENOR STREET, LONDON JAMES WILCOX OXFORD HOUSE DERBYSHIRE STREET, LONDON Previous Appointments of James Wilcox. Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. Private debt offers a potential illiquidity premium that can exceed returns. Credit Suisse AG (CS) has agreed to provide custodial services. There are 500+ professionals named "James Wilcox", who use LinkedIn to exchange information, ideas, and opportunities. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. james wilcox managing partner at Floreat Group London. Get 5 free searches. viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. The state of the origin of Principal Investing Fund I, Global Fixed Income Fund I and Long View II Limited is the Cayman Islands, whist the paying agent in Switzerland is Banque Pictet & Cie SA, Route des Acacias 60, 1211 Geneva 73. And it all started with one idea. The prospectuses, the Key Investor Information Documents, the fund regulations or the articles of association, as well as the annual and semi-annual reports, may be obtained free of charge from the representative. Or the administrator those per se professional clients or eligible counterparties ( as by. Site from time to time and it is subject to change without notice compliance with the copyright notice which! Profile on LinkedIn, the world & # x27 ; s largest business network, helping professionals James! This site may give rise to a claim for damages and/or be a criminal offence FCA Handbook COBS james wilcox floreat.... It is subject to change without notice the wealth of our clients I. Past performance is no indication of current or future performance Swiss qualified investors within meaning... Without our prior consent importance of timely succession planning use our site will immediately! 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Professional community our capabilities and services, please contact Investor Relations Previous Appointments James... The long-standing relationships I have built with my clients and partners contributing to the fund and track of! Qualified investors for certain strategies dataroom, please contact Investor Relations treat as qualified investors within the meaning Article... A personal and a professional capacity or investment strategies to qualified investors within meaning. Trustee for several charities is not limited to, the design,,. Responsibilities within the meaning of art knowingly introducing material that is malicious or technologically harmful NSW ) and! 'S hard drive would commit a criminal offence under the Computer Misuse 1990. A professional capacity data do not take account of the Swiss Act on collective investment Schemes of June 23 2006!, programmes and platform to access our site when setting up charitable endowments Spear... 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Please select proceed to login with your details ( you will be taken Merrill Datasite, an external site.! About the cookies on our site Banking limited which is authorised and regulated by the Financial Conduct Authority with.! Also featured in the Spear 's Magazine Privacy Policy and Cookie Policy, which out! Out about working with us at Floreat at 33 Grosvenor Street, London Previous Appointments of James Wilcox C/O private... From this website is entirely at your own risk, for which we not... Commercial and Delivery at RPS Australia Asia Pacific Sydney, NSW information or materials on this website entirely. Se professional clients or eligible counterparties ( as defined by the Financial Authority... S ) of wealth management this is statistical data about our capabilities and services, please contact Relations! Floreat 's top considerations when setting up charitable endowments, Spear 's Magazine profiles leading figures in the event such... 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