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SERVICES WE OFFER

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For Private Clients

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.

For Financial Services Firms

Regulatory Hosting: CubicStone works with a number of Financial Services firms to provide them with the necessary regulatory environment for them to work in and be able to service their clients and grow their business.

For Companies

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

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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.

REGULATORY HOSTING:

CubicStone works with a number of Financial Services firms to provide them with the necessary regulatory environment for them to work in and be able to service their clients and grow their business. Whilst many clients use this as a way of starting their business, a number of them stay on for longer than they had envisaged due to the core services and added value that we offer.

 

​We work closely with the MPAC Group – compliance consultants – to ensure that our regulatory environment is fully compliant and up to date with all regulatory changes.