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exchange for professionals serving private wealth.

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Opportunities

Founder Private Wealth Management SA

Deal Size

PoA

Co-investors sought for ESG Developer Equity Fund

Property Private Equity house is looking for a family office or small group of co-investors to partner with to meet demand for development finance for...

Special Circumstances RFP

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Founder

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Deal Size

€2M

Debt Restructure on European Estate

European landed estate restructuring debt, value of property EUR 3,200,000, LTV of 62.5%. 3 year term and interest only.

Property Lender

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Company Director

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Deal Size

£1.4M

Property Equity Release

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

Property Lender

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Wealth Management Services

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Deal Size

£500K

Plastic alternatives platform: co-investment

Family Office seeks co-investors. Proven global environmental charity establishes for-profit platform aimed at eradicating plastic from the supply cha...

Special Circumstances RFP

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Senior Banker

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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

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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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Company Director

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Asset Value

£23.5M

Lending Facility required for Trust

Refinance required for current loan against several properties held in a trust. Debt outstanding: GBP 9.2mil. Collateral value GBP 23.5mil. Looking fo...

Trust & Corporate

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Chief Executive Officer @ Single Family Office - holistic family office advisor & investor

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Deal Size

PoA

Global Security Firm Required

Family Office seeks a reputable global security firm to carry out specific asset security review and ongoing support to protect the family when travel...

Family Office & Professional Services

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Family Office Adviser

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Deal Size

PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

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Intermediary Lender

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Deal Size

£7M

Commercial Property Refinance

Partial refinance of £7m against first charge security of an increasing asset valuation, presently sitting at £15m.

Property Lender

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

No fees.

Client remains Anonymous.

Ethics first.

Opportunities

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Founder Private Wealth Management SA

Reference:6BZ8E Deal Size PoA

Co-investors sought for ESG Developer Equity Fund

Property Private Equity house is looking for a family office or small group of co-investors to partner with to meet demand for development finance for...

Special Circumstances RFP

Open to Bids

Founder

Reference:WCGJT Deal Size €2M

Debt Restructure on European Estate

European landed estate restructuring debt, value of property EUR 3,200,000, LTV of 62.5%. 3 year term and interest only.

Property Lender

Open to Bids

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

Wealth Management Services

Reference:LFGYZ Deal Size £500K

Plastic alternatives platform: co-investment

Family Office seeks co-investors. Proven global environmental charity establishes for-profit platform aimed at eradicating plastic from the supply cha...

Special Circumstances RFP

Open to Bids

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

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

Open to Bids

Company Director

Reference:A24V8 Asset value £23.5M

Lending Facility required for Trust

Refinance required for current loan against several properties held in a trust. Debt outstanding: GBP 9.2mil. Collateral value GBP 23.5mil. Looking fo...

Trust & Corporate

Out to RFP

Chief Executive Officer @ Single Family Office - holistic family office advisor & investor

Reference:WHT5K Deal Size PoA

Global Security Firm Required

Family Office seeks a reputable global security firm to carry out specific asset security review and ongoing support to protect the family when travel...

Family Office & Professional Services

Out to RFP

Family Office Adviser

Reference:WY8TD Deal Size PoA

Private Lender

Private lender seeking new GBP and EUR short term property lending opportunities. Appetite for deals £1-£10m up to 75% LTV, rates 6%+ depending on ris...

Special Circumstances RFP

Open to Bids

Intermediary Lender

Reference:QYAW6 Deal Size £7M

Commercial Property Refinance

Partial refinance of £7m against first charge security of an increasing asset valuation, presently sitting at £15m.

Property Lender

Open to Bids

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 with a guaranteed ROI.

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

€2M

£1.4M

£500K

PoA

PoA

£23.5M

PoA

PoA

£7M

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

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

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

€2M

£1.4M

£500K

PoA

PoA

£23.5M

PoA

PoA

£7M

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

No fees.

Client remains Anonymous.

Ethics first.

20,000+

£400m+

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.