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

Senior Banker

Deal Size

PoA

Successful Channel Islands trading business and large commercial property for sale

Opportunity to acquire profitable, stable property-backed Channel Islands trading business with £3.7m revenues and growth opportunities.

Special Circumstances RFP

View

Intermediary Lender

View

Deal Size

£11.7M

Development Finance

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

Special Circumstances RFP

View

Accountant

View

Deal Size

PoA

Project Team sought for Residential Development

UHNW seeks proven full service project team to deliver private residential building project. (£10 - 15m GDV).

Family Office & Professional Services

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Financial Advisor

View

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

Financial Advisor

View

Asset Value

$181.1M

Banking & Corporate Services

UHNW seeks Company Administrator and Banker for Jersey holdco of significant independent telecoms business

Trust & Corporate

View

Financier

View

Deal Size

$13.4M

Commercial Property Lend

Caribbean Resort & Hotel development requiring financing over 2 years on an interest only basis

Property Lender

View

Financial Advisor

View

Asset Value

€10M

Trust & Corporate

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

Trust & Corporate

View

Company Director

View

Deal Size

£1.4M

Property Equity Release

Equity release required against unencumbered UK property in order to acquire holiday home.

Property Lender

View

Financial Advisor

View

Deal Size

£150M

Crypto Trader for FO

Adviser RFP discreetly searching for specialist recruit under our FO & Specialist Services channel. Shortlisted 3 candidates using the power of the S...

Family Office & Professional Services

View

Financial Advisor

View

Deal Size

£1.5M

Commercial Property Lend

£1.5m facility against £3m Jersey commercial property owned and guaranteed by trading corporate tenant.

Property Lender

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

Senior Banker

Reference:9NDFS Deal Size PoA

Successful Channel Islands trading business and large commercial property for sale

Opportunity to acquire profitable, stable property-backed Channel Islands trading business with £3.7m revenues and growth opportunities.

Special Circumstances RFP

Open to Bids

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

Accountant

Reference:3GML7 Deal Size PoA

Project Team sought for Residential Development

UHNW seeks proven full service project team to deliver private residential building project. (£10 - 15m GDV).

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

Financial Advisor

Reference:HEAFB Asset value $181.1M

Banking & Corporate Services

UHNW seeks Company Administrator and Banker for Jersey holdco of significant independent telecoms business

Trust & Corporate

Completed

Financier

Reference:AUCZF Deal Size $13.4M

Commercial Property Lend

Caribbean Resort & Hotel development requiring financing over 2 years on an interest only basis

Property Lender

Out to RFP

Financial Advisor

Reference:LAEFS Asset value €10M

Trust & Corporate

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

Trust & Corporate

Completed

Company Director

Reference:6ETHC Deal Size £1.4M

Property Equity Release

Equity release required against unencumbered UK property in order to acquire holiday home.

Property Lender

Completed

Financial Advisor

Reference:459CU Deal Size £150M

Crypto Trader for FO

Adviser RFP discreetly searching for specialist recruit under our FO & Specialist Services channel. Shortlisted 3 candidates using the power of the S...

Family Office & Professional Services

Completed

Financial Advisor

Reference:PSC9G Deal Size £1.5M

Commercial Property Lend

£1.5m facility against £3m Jersey commercial property owned and guaranteed by trading corporate tenant.

Property Lender

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

PoA

£11.7M

PoA

£20M

$181.1M

$13.4M

€10M

£1.4M

£150M

£1.5M

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

PoA

£11.7M

PoA

£20M

$181.1M

$13.4M

€10M

£1.4M

£150M

£1.5M

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.