Floreat is an independent financial services group that specializes in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide.

Floreat

Floreat Group | 1,610 followers on LinkedIn. Independent and privately held financial services group, serving ultra-high net worth and professional private clients | Floreat is an independent and privately-held financial services group headquartered in London.

We specialise in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide. 

Having served some of the world’s wealthiest individuals with complex family structures and privately owned conglomerates, our approach is uniquely customised to meet clients’ individual needs.

Jeff Sinclair

Experienced standalone HR Manager in Financial Services. Chartered Member CIPD

Anne Fox

Assistant Accountant at Floreat Group

Alex Griffin

Private Clients Relationship Manager at Floreat Group

Gelyana Garyaeva

Floreat Group

We are pleased to update that James Wilcox , our Head of Private Offices is a member of the Advisory Board at this year's European Multi-Family Office Symposium which will take place on 7th May 2025 at The Landmark, London.

Head of Private Offices, James Wilcox , is highly involved in #Philanthropy . Both in terms of our clients' philanthropic endeavours and serves on the boards of a number of charities, he is also actively involved with his local church. In a recent interview with PKF, James shared his thoughts on this specialised area. Read more: https://lnkd.in/gybvWAet #FamilyOffices #Investing #WealthManager #GivingBack #UHNW #HNW #ProfessionalInvestor #legacy #investment

Our Head of Merchant Banking and Private Clients, Hussam Otaibi, has a unique vantage point on the world of #art #investment . Alongside his financial expertise, Hussam is both an avid art enthusiast and the founder of Modern Forms, an elite art platform. His extensive collection and professional insights provide a valuable perspective for #professionalinvestors and ultra-high-net-worth individuals. We caught up with him to explore his thoughts on the evolving opportunities in this dynamic space. #uhnw #hnw #art #investing #wealthmanagement #wealthmanager #familyoffice #familyoffices #investments #artinvestor #artcollector

Recognising the importance of furthering our planet's preservation mission. Discover how the team at Instituto AmazoniAlerta, works with traditional communities in Brazil and champions legal defence of their lands, rights and fights against Amazon deforestation. #NGO #Charity #AmazonRainforest #Deforestation #Probono #Fundraising #Philanthropy

Our head of private offices, James Wilcox , has once again been recognised among the top experts in ultra-high net worth #wealthmanagement in the Spear's Wealth Management Index 2024 - a Spear's Magazine annual listing of the very top of the wealth management industry. Cited as a top recommended #UHNW wealth manager; he is also featured in the Spear's 500 directory of top private client #advisers . #wealth #wealthmanager #Familyoffice #investments #HNW #governance #successionplanning #estateplanning #SpearsIndex #familyoffices

Season’s greetings from all of us at Floreat. Wishing you joy, warmth and well-being this festive season extending into a prosperous New Year. #seasonsgreetings #happyholidays

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Emma Paterson

Managing Director

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Private Clients Relationship Manager

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James Wilcox

Mutaz Otaibi

Group Managing Director and CEO

Karim Jallad

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Floreat is an independent and privately-held investment group that serves institutions and a select group of ultra-high net worth clients. It works with institutions attracted by its track record in securing yield in a world where this is increasingly difficult. In private wealth, the firm manages substantial investments for very few clients.

Floreat was founded in 2006 and is headquartered in London, United Kingdom.

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