The Wealth Opportunities Exchange

Adviser to UHNW seeks single platform for consolidated reporting and aggregation of portfolio positions held with multiple discretionary investment managers in the Crown Dependencies and Switzerland. Respondees must be able to demonstrate a strong track record of delivering reporting solutions including detail at individual position and consolidated reporting level.

Sophisticated Private Lending: 1st charge security against Crown Dependencies and UK&I property with institutional-grade oversight, independent audit, reporting and exposure management. Generate the equivalent yields and access deal-level insight of private lending, but with the comfort of professional oversight, guaranteed first-loss protection, transparent 6 year track record and managed diversification. **£500k minimum. Not accessible to Retail Investors**

🏡🏠🏘️ 117 properties across 9 freeholds, held in Jersey registered SPV's. Gross rent pa £1,145,320 and 6% management fee covering all management and maintenance factors (optional). 100% occupancy and steady demand due to Jersey housing regulations and demographic. All properties certified for lodging and required fire & safety certification.

Regulated Administrator in Jersey seeks Crown Dependencies-based multi-currency bank account with highly rated banking institution for onboarded Dubai-based institutional investor using Jersey as a springboard for Commercial Real Estate investments into property in UK and EU, typical ticket size $30m equivalent and fund in excess of $150m.

Borrower wishes to raise £1m against unencumbered property valued at £8.8m, max 12 months, repayment from sale of properties and secondary litigation finance income. Personal guarantee against individual with unencumbered properties in Isle of Man, UK and France valued at c£5.4m.

Seeking placement agent(s) for Senior Notes issued by managed "club deal" SPVs for packaged asset-based financings (lease or hire-purchase) of municipal "smart cities" technology and infrastructure to cities in various OECD and emerging markets globally. Package sizes range from £5 to £100m. Minimum investment / ticket size TBD case by case, but could range from e.g. £250k - £5m. DRAFT teaser for sample transaction attached. Initial pipeline of similar deals approx. £300m 🔖 Structure location: 🇯🇪 Jersey 💰 Deal size: £5M 💰 Net worth: £5M

Family Office requires Jersey law firm to review English Law legal contracts and terms of business relating to the provision of a regulated cash management service involving Jersey nominee and liquidity administration services for a collateral-backed repo solution. Preferred provider will evidence a track record in providing advice for similar services for Jersey entities.

Owners of well capitalised £5bn+ AuM Wealth Management firm seek Discretionary Manager/ IFA businesses as merger & acquisition targets in Channel Islands. £250m-£1bn AuM. Offices and distribution UK and RSA, buyer is operating a 5 year strategy to grow through organic and acquisition of business that represent new distribution or consolidation opportunities. The owners have identified the Channel Islands as a strategically attractive location for their international clients. We are tasked with identifying prospective merger/ acquisition targets that meet the buyer's criteria. STAK will present a longlist of potential parties, at which point the buyer's identity will be disclosed.

A well funded UK based and FCA registered consumer credit fintech provides technology which optimises how consumers manage their revolving credit lines on their credit cards. The app is live and in use. We are launching a credit refinancing facility for the 50%+ of our customers which are prime or super-prime borrowers and require a credit facility of between £10m and £25m offering first loss protection, the ability to customise the underlying customer credit quality, SONIA+10% yields and potentially equity participation in the FinTech.**Further detail within, available to Verified STAK Members**