World’s only
exchange for professionals serving private wealth.

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The community where advisers and family offices around the world source services, refer leads, find opportunities.

Opportunities

Company Director

Deal Size

£2.4M

Investment Loan

Development team have deep experience and have undertaken a number of successful developments over a number of years and have an added specialism in d...

Property Lender

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Founder Private Wealth Management SA

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Deal Size

£1.2M

Residential Property Lending

Short term property development loan to finance the construction of a luxury property on Jersey.

Property Lender

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Intermediary Lender

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Deal Size

£11.7M

Development Finance

Development finance required for high value residential apartments with sea views, planning approved.

Special Circumstances RFP

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Intermediary Lender

View

Deal Size

£13M

Property Debt Restructure

Property portfolio owned under one company offering security at less than 50% LTV to be refinanced.

Property Lender

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Chartered Accountant

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Deal Size

£608.6K

Bespoke Lending

Holiday let requiring buy to let interest only financing at 72% LTV

Property Lender

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Private Trustee, Family office Director and MD/Shareholder of Private Lending firm

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Deal Size

£1M

Family Office seeks business banking for high growth portfolio business.

£1m business banking required for FO portfolio business.

Family Office & Professional Services

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Financial Advisor

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Asset Value

€9.7M

Trust & Corporate

UK RND client seeks replacement Jersey Trustee for Eu10m Discretionary Trust structure.

Trust & Corporate

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Family Office Adviser

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Deal Size

PoA

**EXCLUSIVE** Trust company available for outright purchase

Outright owner of Jersey-headquartered trust company with revenues in excess of £4.5m seeks expressions of interest for outright sale of the business....

Special Circumstances RFP

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Family Office

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Deal Size

PoA

Financial DD for corporate tenants

Private commercial property owner seeks long term partner for due diligence on all new corporate tenants across property portfolio, c 50 tenants annua...

Family Office & Professional Services

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Financial Advisor

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Asset Value

£20M

Discretionary Trust Services

£20m restructure and refinance for Jersey discretionary trust with low liquidity holding UK prime residential property.

Trust & Corporate

View

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

Private Client Trustee, Jersey

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

Chief Investment Officer, Privately Held International Telecoms Co.

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

RH, Family Office, London

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

M. Wan, Kuala Lumpur

Opportunities

View All

Company Director

Reference:S45TQ Deal Size £2.4M

Investment Loan

Development team have deep experience and have undertaken a number of successful developments over a number of years and have an added specialism in d...

Property Lender

Open to Bids

Founder Private Wealth Management SA

Reference:R96ET Deal Size £1.2M

Residential Property Lending

Short term property development loan to finance the construction of a luxury property on Jersey.

Property Lender

Completed

Intermediary Lender

Reference:ZABQW Deal Size £11.7M

Development Finance

Development finance required for high value residential apartments with sea views, planning approved.

Special Circumstances RFP

Completed

Intermediary Lender

Reference:W97ZA Deal Size £13M

Property Debt Restructure

Property portfolio owned under one company offering security at less than 50% LTV to be refinanced.

Property Lender

Completed

Chartered Accountant

Reference:WAGVQ Deal Size £608.6K

Bespoke Lending

Holiday let requiring buy to let interest only financing at 72% LTV

Property Lender

Completed

Private Trustee, Family office Director and MD/Shareholder of Private Lending firm

Reference:4XWBP Deal Size £1M

Family Office seeks business banking for high growth portfolio business.

£1m business banking required for FO portfolio business.

Family Office & Professional Services

Completed

Financial Advisor

Reference:LAEFS Asset value €9.7M

Trust & Corporate

UK RND client seeks replacement Jersey Trustee for Eu10m Discretionary Trust structure.

Trust & Corporate

Completed

Family Office Adviser

Reference:HFKYP Deal Size PoA

**EXCLUSIVE** Trust company available for outright purchase

Outright owner of Jersey-headquartered trust company with revenues in excess of £4.5m seeks expressions of interest for outright sale of the business....

Special Circumstances RFP

Open to Bids

Family Office

Reference:MBVPY Deal Size PoA

Financial DD for corporate tenants

Private commercial property owner seeks long term partner for due diligence on all new corporate tenants across property portfolio, c 50 tenants annua...

Family Office & Professional Services

Completed

Financial Advisor

Reference:UDJV2 Asset value £20M

Discretionary Trust Services

£20m restructure and refinance for Jersey discretionary trust with low liquidity holding UK prime residential property.

Trust & Corporate

Completed

World's first
Wealth Services Exchange.

Where Advisers and Family Offices source services, refer leads, find opportunities

$30trn changes hands in the next 5 years. We are combining cutting-edge technology with deepest wealth industry insight to create a meritocracy for professionals in wealth services.

Join for free today to search our latest open wealth opportunities.

Credentials

Verified, accountable, trusted sources.

Dealflow

Refer or find providers for your clients, or source new engagements.

Client outcomes

Transparent, confidential and fair, assuring you the best outcome.

World’s only
exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

£2.4M

£1.2M

£11.7M

£13M

£608.6K

£1M

€9.7M

PoA

PoA

£20M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's first
Wealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only exchange for professionals serving private wealth.

20,000+

£400m+

Opportunities

£2.4M

£1.2M

£11.7M

£13M

£608.6K

£1M

€9.7M

PoA

PoA

£20M

The transparent digital exchange for professional private client advisers to high net worth clients.

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

“A mix of Uber and Trip Advisor for Private Client Advisers, long overdue!”

“This team delivers: they expertly guided us through a re-selection process for a company administrator and bank at a critical time, having just received a major financing injection into our business.”

“Genius idea, like a ‘professionals only’ open register of referrals and RFP’s”

“I haven't got the time or skill set to maintain an awareness of lending rates and policies for my clients; STAK allows me to handle the marketplace in a really smart, easy way”

Opportunities

World's firstWealth Services Exchange.

Join for free today to search our latest open wealth opportunities.

Credentials

Dealflow

Client outcomes

World’s only
exchange for professionals serving private wealth.

World's first
Wealth Services Exchange.