SERVICES WE OFFER
Investing: CubicStone has several core investment skills that it has developed to allow it to manage portfolios in an optimal way and to meet the specialist needs of Entrepreneurs and Family Offices. CubicStone can advise investors on either a transactional basis or on a portfolio management basis depending on their needs and expertise.
Corporate Finance: CubicStone is experienced in Corporate Finance and can both advise and help companies to raise finance. It also partners with several specialist boutiques where it wishes to access niche skills.
INVESTING
CubicStone can advise investors on either a transactional basis or on a portfolio management basis depending on their needs and expertise. CubicStone has several core investment skills that it has developed to allow it to manage portfolios in an optimal way and to meet the specialist needs of Entrepreneurs and Family Offices.
FOR :
- High Net Worth Individuals
- Entrepreneurs
- Family Offices
- Charities
HOW :
- Private equity opportunities including club deals and pre-IPO funding
- Public Equity – portfolio management
- Debt – direct and via specialised funds
- Fund selection with a speciality in absolute return and non-correlated funds
SPECIALISATIONS:
- Yield driven investments
- Very long term investing for charitable endowments and multi-generational families.
- Investor and Entrepreneur Visas
- International wealth such as Res Non Doms, non-res and ex-pats.
- Working with the client’s tax advisers to support an optimal tax structure.
Details of our portfolio management service and our approach to investment management can be found here.