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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. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied. If you do not agree to these terms, you must not use our website. 276 followers 273 connections. Past performance is no indication of current or future performance. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). Unauthorised use of this site may give rise to a claim for damages and/or be a criminal offence. 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. 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. Our strategies are not suitable for retail clients. Lives in Nashville, Tennessee. Email info@floreat.com Phone 020 7318 0600 Website https://floreat.com/ Social media Share on Lives in Clinton, North Carolina. This material includes, but is not limited to, the design, layout, look, appearance and graphic. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). 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. We are different, Wilcox tells Spears. Find out about working with us at Floreat. viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. Find out about working with us at Floreat. 10 para. Sector Focus. 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). We use a web analytics service to monitor the usage on the website. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Philanthropy underpins much of the work we do. 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. Past performance is not necessarily a guide to future returns. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. 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. See Photos. To request access to the dataroom, please contact Investor Relations. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Philanthropy underpins much of the work we do. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. 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. Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. Wilcox commented on the prospects for overall economic growth, as well as the importance of timely succession planning. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. View james wilcox's profile on LinkedIn, the world's largest professional community. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. 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. If you access any third-party links, you do so entirely at your own risk. 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. Registered in England and Wales, no. In the legal profession, information is the key to success. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. The Spears Wealth Management Survey 2021. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. 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. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. 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 representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. Wilcox commented on the prospects for overall economic growth, as well as the importance of timely succession planning. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. 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. 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. Wealth Management & Private Banking See Photos. 593551, registered in England and Wales, no. James Wilcox Managing partner at Floreat Group London Floreat Group James Wilcox Office Space Consultant at Workthere | Savills London Savills, +8 more University of Reading, +2 more. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. 593551. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. We may also suspend, withdraw or restrict the site for business or operational purposes. Our strategies are not suitable for retail clients. 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. Registered office: 33 Grosvenor Street, London, W1K 4QU. 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. Past performance is no indication of current or future performance. Past performance is no indication of current or future performance. 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. Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. 10 para. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. . You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. James has 1 job listed on their profile. If you access any third-party links, you do so entirely at your own risk. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. 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. The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. CS does not act as sponsor or promoter of the fund. Our aim is to become a trusted adviser and a reliable partner. . Registered office: 33 Grosvenor Street, London, W1K 4QU. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. We offer a truly integrated service to help preserve and grow the wealth of our clients. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. View James Wilcox's professional profile 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. 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. An entrepreneurial spirit defines our individual and collective strength. He joined the firm in 2012. 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. 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. ", The trend real estate investors cannot afford to ignore. 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. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. Our strategies are not suitable for retail clients. We offer a truly integrated service to help preserve and grow the wealth of our clients. We are not responsible for information on these sites and we do not endorse these sites. S largest professional community costs incurred on the issue and redemption of units to become a trusted and. 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