You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. 10 para. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). CS does not act as sponsor or promoter of the fund. And it all started with one idea. Our site contains material which is owned by or licensed to us. We may include external links to provide further information and for your convenience. Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied. Why? 10 para. The prospectuses, the Key Investor Information Documents, the fund regulations or the articles of association, as well as the annual and semi-annual reports, may be obtained free of charge from the representative. Pictet shall not supervise or control the activities of the funds investment manager, or its administrator. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. We seek best-in-class real estate assets across the UK and Europe. See Photos. Since James Wilcox and entrepreneur Hussam Otaibi restructured the Swiss-based Floreat in 2011 to form an investment boutique on Grosvenor Street, the firm has forged a reputation as a 'go-to house for substantial families. As Head of Private Offices, James Wilcox has been a trusted legal adviser to some of the wealthiest clients globally. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. Musks TeslaMaster Plan Lacks Drive. Markets never sleep, and neither does Bloomberg. In compliance with the marketing restrictions imposed by the AIFMD and the private placement laws of Switzerland, a number of our funds have engaged local distributors and paying agents, which are authorised and regulated to market the funds and liaise with potential investors. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. Investing with Floreat may be restricted in some countries and as such, any person who receives this document is required to make themselves aware of their respective jurisdictions and observe any restrictions. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. Spear's Magazine profiles leading figures in the world of wealth management. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Pictet will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets of the fund, and their additional role as paying agent and will have no other duties or responsibilities. The state of the origin of Principal Investing Fund I, Global Fixed Income Fund I and Long View II Limited is the Cayman Islands, whist the paying agent in Switzerland is Banque Pictet & Cie SA, Route des Acacias 60, 1211 Geneva 73. Supporting the arts on behalf of our clients and partners. Financial Services. If you would like more information, please get in touch. Founded for the need to preserve, protect and grow our own capital. We seek best-in-class real estate assets across the UK and Europe. We offer a truly integrated service to help preserve and grow the wealth of our clients. For the purposes of the Alternative Investment Managers Directive 2011/61/EU (the AIFMD), a number of our funds are categorised as alternative investment funds (AIFs). Real assets offering long-term investments geared for income. FRESH FISH DIRECT LIMITED (dissolved) 26 January 2010 - 20 November 2018 James Wilcox worked as a Director (NONE) in FRESH FISH DIRECT LIMITED. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. What Could Elon Musk Possibly Be Thinking? You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. Access to high-growth, early-stage companies and off-market luxury assets. There are 500+ professionals named "James Wilcox", who use LinkedIn to exchange information, ideas, and opportunities. 3, 3bis and 3ter CISA. James Wilcox. Others named James Wilcox. 593551, registered in England and Wales, no. We use a web analytics service to monitor the usage on the website. 3, 3bis and 3ter CISA. James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index. This is the third year James has been cited as a 'top recommended' UHNW wealth manager. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. Cloud State University. 3, 3bis and 3ter CISA. See Photos. Access to high-growth, early-stage companies and off-market luxury assets. Registered in England and Wales, no. Floreat Group Our site contains material which is owned by or licensed to us. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. The intention is to market funds to investors based in Europe and Switzerland. London. We use a web analytics service to monitor the usage on the website. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. James Wilcox. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. We have no responsibility for the content of the linked site(s). We seek best-in-class real estate assets across the UK and Europe. The state of the origin of the Real Assets Global Opportunity Fund is the British Virgin Islands, whilst the paying agent in Switzerland is Credit Suisse AG, Paradeplatz 8, CH-8001 Zurich. Pictet will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets of the fund, and their additional role as paying agent and will have no other duties or responsibilities. This material includes, but is not limited to, the design, layout, look, appearance and graphic. James Wilcox, Head of Private Offices, weighs in on the results of the Spear's Wealth Management Survey 2021, which gathers the opinions of select wealth managers working with HNW and UHNW clients. If you access any third-party links, you do so entirely at your own risk. Floreat Group James Wilcox General Manager (NSW) Commercial and Delivery at RPS Australia Asia Pacific Sydney, NSW. Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. The products and services referred to on this site are not available to the general public in any jurisdiction, and the information provided does not constitute an offer, invitation to acquire or sell any service, product or security referred to on this site. We invest responsibly, taking the long term view. CS shall not supervise or control the activities of the investment manager, or the administrator. Credit Suisse AG (CS) has agreed to provide custodial services. 10 para. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. An entrepreneurial spirit defines our individual and collective strength. Get 5 free searches. Pictet does not act as sponsor or promoter. Credit Suisse AG (CS) has agreed to provide custodial services. Of the award, James says: It is a pleasure to be recognised with Floreat. Overnight on Wall Street is daytime in Asia. Access to high-growth, early-stage companies and off-market luxury assets. Telephone calls to us may be recorded for monitoring purposes. If you do not agree to these terms, you must not use our website. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. 3, 3bis and 3ter CISA. 3, 3bis and 3ter CISA. CS does not act as sponsor or promoter of the fund. RPS, +9 more . In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. Try our Advanced Search for more refined results. James Wilcox, Head of Private Offices, weighs in on the results of the Spear's Wealth Management Survey 2021, which gathers the opinions of select wealth managers working with HNW and UHNW clients. View james wilcox's profile on LinkedIn, the world's largest professional community. Lives in Clinton, North Carolina. You are responsible for configuring your information technology, programmes and platform to access our site. Registered in England and Wales, no. Our content is for your general information and use only. James Wilcox recognised as top-ranked UHNW client adviser James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index. CS shall not supervise or control the activities of the investment manager, or the administrator. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. 593551, registered in England and Wales, no. Has the investing landscape changed enough to avoid another crash? From his time as manager of Justin Bieber and Asher Roth, to his part in acquiring Big Machine Records, to selling his own company for $1 billion, Braun has built one of the most impressive resumes in music. 593551. Private debt offers a potential illiquidity premium that can exceed returns. How an entrepreneur uses Instagram to help her Ukrainian homeland, Defuses Philip Grindell on helping security-conscious HNWs with cybercrime, Tycoon Calvin Lo on shaping financial legacies of the ultra-rich, Homeless to 1bn CEO: How Dean Forbes figured out success, Courts must learn to evaluate crypto assets specialist barrister, Prenup advice for Rupert Murdoch as romance blossoms, Catherine Bedford: the family lawyer representing Middle Eastern royalty, Wagatha to Depp: Blockbuster reputation cases of 2022, The man whos changing the face of Canary Wharf. Wealth Management & Private Banking For the purposes of the Alternative Investment Managers Directive 2011/61/EU (the AIFMD), a number of our funds are categorised as alternative investment funds (AIFs). CS does not act as sponsor or promoter of the fund. Private debt offers a potential illiquidity premium that can exceed returns. Pictet does not act as sponsor or promoter. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. We may also suspend, withdraw or restrict the site for business or operational purposes. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). Could the Rolls-Royce Spectre silently reimagine luxury coupes? viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. Emma Paterson is Group Marketing Director at Floreat, responsible for marketing and communications. Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. 10 para. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. Philanthropy underpins much of the work we do. Jamesis involved in philanthropy in both a personal and a professional capacity. An entrepreneurial spirit defines our individual and collective strength. Cookies contain information that is transferred to your computer's hard drive. Read more about the findings of the report, as well as commentary from James and others at: The Spears Wealth Management Survey 2021. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. Telephone calls to us may be recorded for monitoring purposes. The state of the origin of Principal Investing Fund I, Global Fixed Income Fund I and Long View II Limited is the Cayman Islands, whist the paying agent in Switzerland is Banque Pictet & Cie SA, Route des Acacias 60, 1211 Geneva 73. Past performance is not necessarily a guide to future returns. Neither the fund nor the investment managers are based in an EU member state and would therefore be classed as a third country AIF and third country AIFM respectively. If you access any third-party links, you do so entirely at your own risk. CS will not provide any other services or perform any other functions except safekeeping and the usual administrative matters relating to the safe custody of the assets, and will have no other duties or responsibilities. 2006, as amended ( SR 951.31 ) actions and patterns, and does not act as sponsor promoter... Also suspend, withdraw or restrict the site for business or operational purposes redemption of units your computer 's drive. The need to preserve, protect and grow the wealth of our clients and Swiss qualified for... Would like more information, please get in touch an entrepreneurial spirit defines our individual collective! Web analytics service to monitor the usage on the issue and redemption units. Attack or a distributed denial-of service attack and a professional capacity are responsible for configuring your information,... Third-Party links, you do so entirely at your own risk, for which we shall supervise. 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