Diversifying the Portfolio of a Partner in a Law firm
Client
Senior Partner at a reputable law firm in London
Challenge
The client, while content with his law firm’s liquid asset management, had an appetite for Verity Capital’s alternative investment offerings in Hedge Funds and Private Equity. Moreover, being a financial professional, he faced compliance restrictions when investing, especially in individual securities or companies.
Verity Capital Solution
- We granted him entry into an eminent Private Equity fund with an investment of only $250k, usual tickets being >$5m
- Additionally, we introduced him to a distinctive Fund of Hedge Funds. This portfolio boasts a series of unique, capacity-limited strategies that consistently yield superior risk-adjusted returns. These strategies maintain a distinct non-correlation to broader public market movements which complements his current liquid portfolio.
- By offering discretionary management within fund offerings, we provided a solution that circumvents the compliance restrictions typical for financial professionals, allowing him to invest without the usual limitations of individual securities.
Get in Touch
General Enquiries
info@verity.capital
Careers
careers@verity.capital
