We are a Specialist Private International Brokerage and Advisory Boutique working in the real assets space. The focus across the business is to advise and broker private off-market physical assets or private asset-backed deals, mostly in real estate broking, economic and business advisory and private asset broking.
Tell us about yourself?
Professional Economist with over 25 years of both private and public sector economic advisory, consulting and strategy experience. As a trusted advisor clients asked me to undertake the delivery of my advisory and strategy reports into outcomes – transactional deal brokerage – the doing rather than just the advising.
If you could go back in time a year or two, what piece of advice would you give yourself?
To have kept strictly to the weight reduction programme started just before covid which lapsed for a period of months before getting back on track.
What problem does your business solve?
Discretely advising and matching clients to counterparties on a private off-market basis.
What is the inspiration behind your business?
Current business evolved out of working initially as an independent freelance Economist to support client demand in the deal-broking arena.
What is your magic sauce?
Being a family-owned and run boutique, we are very different from the experience clients encounter with big corporate. And as a hands-on Principal & CEO each and every client has a dedicated bespoke service delivered tailored to their specific requirements.
What is the plan for the next 5 years? What do you want to achieve?
Continue as we are as a specialist boutique with a dedicated focus to a select portfolio of onboarded and retained clients.
What is the biggest challenge you’ve faced so far?
There have been a number of challenges faced going back to the Scottish Independence Referendum of 2014, to the UK’s EU Referendum of 2016, delayed Brexit, Covid-19 and more recently the War in Ukraine/Cost of Living Crisis of 2022.
Each has impacted in different ways from deals being delayed, or cancelled, which we have adapted to through our different business lines in a flexible way.
How do people get involved/buy into your vision?
Our business is ultimately driven by the strength of our network, so introductions, referrals, recommendations and word of mouth are critical to securing retained clients.