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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. There are 500+ professionals named "James Wilcox", who use LinkedIn to exchange information, ideas, and opportunities. 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. You acknowledge that you are accessing this website on your own initiative and are responsible for compliance with all laws and regulations applicable in your own jurisdiction. You are responsible for configuring your information technology, programmes and platform to access our site. Real assets offering long-term investments geared for income. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. 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. james has 1 job listed on their profile. 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). James Wilcox Editor at Hawaii 5-0 Los Angeles, CA. managing partner at Floreat Group London, England, United Kingdom. View James Wilcox's professional profile on LinkedIn. All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the site. 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. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. We do not endorse or make representations about them, or any material found there, or any results that may be obtained from using them. Private debt offers a potential illiquidity premium that can exceed returns. James Wilcox Nottingham Trent university graduate Loughton, England, United Kingdom 43 followers 42 connections Join to view profile Loughton Motor Company About 1st class honour's degree: BA. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. 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. Pictet does not act as sponsor or promoter. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. We may also suspend, withdraw or restrict the site for business or operational purposes. We may also suspend, withdraw or restrict the site for business or operational purposes. 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 'the go-to house for substantial families'. Registered office: 33 Grosvenor Street, London, W1K 4QU. the use, inability to use or the results of use of this site; any external sites linked to this site (and the information contained on those sites), your downloading of any material from this site or any externally-linked sites; or. You should use your own virus protection software. The finance side covers investment, real estate, fixed income and principal investing, while the non-financial side covers financial succession, wealth management, wealth transfer and philanthropy. If you would like more information about our capabilities and services, please get in touch. LinkedIn is the world's largest business network, helping professionals like James Wilcox discover inside connections to recommended job . Past performance is not necessarily a guide to future returns. Alternative Investment Managers Directive 2011/61/EU. An entrepreneurial spirit defines our individual and collective strength. 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. Pictet does not act as sponsor or promoter. viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). 12 best private schools in the UK, and their most notable alumni, Spears Award winner Ajaz Ahmed: the UK suffers from a poverty of distribution, A flexible, efficient and private way to plan your philanthropy. Philanthropy underpins much of the work we do. James Wilcox General Manager - Huntingdon and Nottingham Racecourse United Kingdom 908 followers 500+ connections Join to view profile The Jockey Club Activity Hello Mr Blue Sky! Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. As head of private offices, James is responsible for advising and managing the wealth of our clients. 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. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. We seek best-in-class real estate assets across the UK and Europe. 3, 3bis and 3ter CISA. 10 para. 10 para. 10 para. Data protection, IP addresses and cookies. RPS, +9 more . The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. As well as advising on and structuring the legacy endeavours of clients, he serves as a trustee for several charities. 10 para. . 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. Real assets offering long-term investments geared for income. James Wilcox. The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. James Wilcox qualified as a solicitor in 1982 and thereafter studied Corporate Finance at the London Business School. JAMES WILCOX C/O FLOREAT PRIVATE LIMITED 33 GROSVENOR STREET, LONDON JAMES WILCOX OXFORD HOUSE DERBYSHIRE STREET, LONDON Previous Appointments of James Wilcox. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). 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. You should use your own virus protection software. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. Our strategies are not suitable for retail clients. 276 followers 273 connections. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law. In the event of such a breach, your right to use our site will cease immediately. Our content is for your general information and use only. 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. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. Get 5 free searches. To request access to the dataroom, please contact Investor Relations. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. We invest responsibly, taking the long term view. To request access to the dataroom, please contact Investor Relations. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). Floreat Group You have to know whats happening with clients, competitors, practice areas, and industries. Founded for the need to preserve, protect and grow our own capital. Read more about the findings of the report, as well as commentary from James and others at: The Spears Wealth Management Survey 2021. 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. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Sector Focus. If you do not agree to these terms, you must not use our website. Our content is for your general information and use only. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. Keeping you up to date on the latest Floreat news and views from our team. We may include external links to provide further information and for your convenience. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units.