Supporting the arts on behalf of our clients and partners. 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'. Telephone calls to us may be recorded for monitoring purposes. This material includes, but is not limited to, the design, layout, look, appearance and graphic. Past performance is no indication of current or future performance. 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. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. Unauthorised use of this site may give rise to a claim for damages and/or be a criminal offence. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. Credit Suisse AG (CS) has agreed to provide custodial services. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. 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. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. 529 others named James Wilcox are on LinkedIn . 593551, registered in England and Wales, no. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. Credit Suisse AG (CS) has agreed to provide custodial services. 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. 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. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). 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. Art and money: How modern patrons are facilitating long-term value exchange, James Wilcox recognised as top-ranked UHNW client adviser, Floreat invests in UK carbon-removal company Standard Gas, Modern Forms supports The Ghana Pavilion at Venice Biennale 2022, The Serpentine Sculpture Commission: interview with artist Sophia Al-Maria, UK office market outlook: landlords respond to changing patterns of work, Taraxos: a Modern Forms x Serpentine Galleries collaboration, Spear's Wealth Management Survey 2021: contributing to the conversation, "Are these the best workplace facilities for bike commuters in the UK? 593551, registered in England and Wales, no. 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. CS does not act as sponsor or promoter of the fund. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. Legal Advisory Services. An entrepreneurial spirit defines our individual and collective strength. We offer a truly integrated service to help preserve and grow the wealth of our clients. 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. 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. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. You should use your own virus protection software. 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. CS shall not supervise or control the activities of the investment manager, or the administrator. . active Company address: FLOREAT PRIVATE LIMITED 33 GROSVENOR STREET, LONDON, ENGLAND, W1K 4QU FLOREAT PRIVATE LIMITED Company Documents Total company documents available: 27 view documents Data protection, IP addresses and cookies. See Photos. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. This is the third year James has been cited as a 'top recommended' UHNW wealth manager. 06681961. 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. Real assets offering long-term investments geared for income. Pictet does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon in deciding whether or not to invest in the fund. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the site. He joined the firm in 2012. Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Private debt offers a potential illiquidity premium that can exceed returns. Data protection, IP addresses and cookies. In his over 30 years' experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, families, and governments. 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. 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. 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James Wilcox recognised as top-ranked UHNW client adviser in the news / 27 Apr 2022 Floreat invests in UK carbon-removal company 'Standard Gas' our announcements / 27 Apr 2022 Modern Forms supports The Ghana Pavilion at Venice Biennale 2022 in the news / 01 Apr 2022 The Serpentine Sculpture Commission: interview with artist Sophia Al-Maria We may make changes to our site from time to time and it is subject to change without notice. They help us to improve our site and to deliver a better and more personalised service. (Podcast), Managing Partner, Floreat Merchant Banking Ltd. We use a web analytics service to monitor the usage on the website. Past performance is not necessarily a guide to future returns. This material includes, but is not limited to, the design, layout, look, appearance and graphic. In his over 30 years' experience, he has managed some of the most complex legal issues faced by ultra-high net worth individuals, families, and governments. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. Past performance is no indication of current or future performance. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). 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. Telephone calls to us may be recorded for monitoring purposes. 10 para. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Floreat Group Real assets offering long-term investments geared for income. 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. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). 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. We are an independent and privately held investment group, serving institutions and a select group of ultra-high net worth clients. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. 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. 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. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing this site. 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. CS shall not supervise or control the activities of the investment manager, or the administrator. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. 3, 3bis and 3ter CISA. Founded for the need to preserve, protect and grow our own capital. 06681961. This material includes, but is not limited to, the design, layout, look, appearance and graphic. 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 Charles Wilcox has been working at FLOREAT PRIVATE LIMITED since 07 November 2014, currently, he/she works on the position of a Director. Philanthropy underpins much of the work we do. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. This spring-like. Our aim is to become a trusted adviser and a reliable partner. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. 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. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. Investing with independent spiritand a shared outlook. Founded for the need to preserve, protect and grow our own capital. 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. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. 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. If information displayed on these sites concerns collective investments vehicles that have not appointed a Swiss representative and paying agent, we inform you that they cannot be distributed to investors in Switzerland, even to Qualified Investors. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. 10 para. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). CS does not act as sponsor or promoter of the fund. 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. 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). We are not responsible for viruses and you must not introduce them.We do not guarantee that our site will be secure or free from bugs or viruses. View James Wilcox's profile on LinkedIn, the world's largest professional community. By using our site, you confirm that you accept our terms of use and that you agree to comply with them. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). 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. We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration and to monitor acceptance of our disclaimers. Alternative Investment Managers Directive 2011/61/EU. Spear's Magazine profiles leading figures in the world of wealth management. Real assets offering long-term investments geared for income. The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. Cookies contain information that is transferred to your computer's hard drive. The intention is to market funds to investors based in Europe and Switzerland. 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. . JAMES WILCOX C/O FLOREAT PRIVATE LIMITED 33 GROSVENOR STREET, LONDON JAMES WILCOX OXFORD HOUSE DERBYSHIRE STREET, LONDON Previous Appointments of 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. At Floreat, we encourage donors to be as involved as possible, and to understand every stage of the process, from grant applications to donor agreements. He is also featured in the Spear's 500 directory of the top private client advisers. Track your investments 24 hours a day, around the clock from around the world. James is very involved in philanthropy and serves on the boards of a number of charities, including acting as trustee for The Princes Foundation for Children & the Arts. Institutional investors are attracted by our creativity and track record of securing returns in an ever-challenging world. Get to know our dedicated, experienced team. If you would like more information about our capabilities and services, please get in touch. 10 para. Our site contains material which is owned by or licensed to us. Floreat Real Estate Limited, Floreat Capital Markets Limited, Floreat Aviation Capital Limited, and Floreat Wealth Management Limited are all appointed representatives of Floreat Merchant Banking Limited, authorised and regulated by the Financial Conduct Authority (FCA) firm reference number 593551. 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. Floreat Group James Wilcox General Manager (NSW) Commercial and Delivery at RPS Australia Asia Pacific Sydney, NSW. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. FRESH FISH DIRECT LIMITED (dissolved) 26 January 2010 - 20 November 2018 James Wilcox worked as a Director (NONE) in FRESH FISH DIRECT LIMITED. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. James Wilcox - Vice President of Business Development and Head of Enovix Mobility - ENOVIX Corporation | LinkedIn James Wilcox Vice President of Business Development and Head of Enovix Mobility. An entrepreneurial spirit defines our individual and collective strength. We seek best-in-class real estate assets across the UK and Europe. You are in control of the communications you receive from us and you can update your preferences anytime to make sure you are receiving information that matters to you. The Spears Wealth Management Survey 2021. We have financial and non-financial structures. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. You have to know whats happening with clients, competitors, practice areas, and industries. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). Pictet shall not supervise or control the activities of the funds investment manager, or its administrator. Pictet shall not supervise or control the activities of the funds investment manager, or its administrator. As head of private offices, James is responsible for advising and managing the wealth of our clients. They help us to improve our site and to deliver a better and more personalised service. The intention is to market funds to investors based in Europe and Switzerland. Try our Advanced Search for more refined results. If you do not agree to these terms, you must not use our website. Markets never sleep, and neither does Bloomberg. James Wilcox Operations & Project Management at London Business School (teaching & learning delivery) London, England, United Kingdom 400 followers 395 connections Join to view profile London. James is very involved in p. It may not always be available or be uninterrupted. Read more about the findings of the report, as well as commentary from James and others at: The Spears Wealth Management Survey 2021. Jay Dardenne and State Librarian Rebecca Hamilton recognized Wilcox at an award . Our strategies are not suitable for retail clients. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. To investors based in Europe and Switzerland entrepreneurial spirit defines our individual and Collective strength ensure that any products services! Supervise or control the activities of the Swiss Act on Collective investment Schemes of June 23, 2006 as... 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