Welcome

Our Private Office is committed to supporting high net worth individuals and families globally to manage, protect and grow wealth.

The Private Office leverages the scale and expertise of the Group, ensuring you have complete access to our investment and advisory services, award-winning, international Trust and Fiduciary capability as well as comprehensive private client services.

Each service can be delivered independently or as part of an integrated family office solution. We are committed to a client-led, partnering approach providing solutions that enable your business, protect your assets and grow your capital, always professionally managed with efficiency and complete discretion.

Martin BellamyFounder and CEO

Private Office

Residential Property Services

Relocation

Education Advisory

Yachting Services

Foreign Exchange

Trust & Fiduciary

Commercial Real Estate

Corporate Advisory

Special Situations

Yachting ServicesDelivered by OneOcean, our specialist yacht advisory team, we offer consultative advice across the entire spectrum of yachting. Central to our offer is to act as an Owner’s Representative, which encompasses all aspects of a yacht purchase or new build project – from negotiating the purchase price of a yacht, incorporating structured finance, to advice through the construction phase to delivery, as well as ensuring technical efficiency and financial control once the yacht takes to the water.

Foreign ExchangeWith significant experience in the financial and global currency markets, our Foreign Exchange offering (powered by IFX) provides specialist consultancy services tailored to meet our clients’ currency needs. We offer individual, transparent solutions for over 140 currencies including all of the major world currencies and most emerging market currencies.

Trust & FiduciaryOur award-winning, international Trust and Fiduciary team has over 40 years’ experience in structuring and administering your assets, establishing long-standing relationships which transcend through generations. We provide trustee, fiduciary, administration and other professional services to an array of structures. These range from companies, trusts, foundations and partnerships to private trust companies, family offices and escrow arrangements.

Our Private Office provides dedicated and comprehensive private client services, all delivered in-house, to help you manage your increasingly complex and busy lives. Our clients also have complete access to the Group’s wider service offerings; all of which can be either independently delivered or as part of an integrated family office solution.

Residential Property Services Working with owners, trustees and agents, our Property Services team offer a full range of property services through the ownership lifecycle, using our knowledge and experience of the property market and ensuring the highest level of professionalism and attention to detail. We support you with sales, property management and residence management.

RelocationOur Relocation team manage and facilitate on a one-to-one basis every aspect of your or your family’s relocation including residency and citizenship solutions, bespoke property search, removals and shipping, home set up, schools sourcing and ongoing concierge.

Education AdvisoryOur Education Advisory team provides you with a continuum of services that address your children’s ever-evolving education needs, from first steps and early years nursery education to university education and first job careers advice.

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Overview

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Commerical Real EstateOur Real Estate Investment and Advisory team is instrumental in providing strategic advice on the acquisition of major projects around the world as well as acting as the principal developer of large scale residential, office and retail projects. The team has a particularly strong focus on the London market. We are also available to advise on the raising and structuring of debt, mezzanine and equity for client projects.

Corporate AdvisoryOur Corporate Advisory team specialises in providing trusted, independent advice on the buying, selling and merging of companies, either public or private; in addition to capital raising and restructuring. Invariably, these capabilities are provided to our private office clients either in whole or in part to enhance their own activities.

Special SituationsOur Special Situations team supports your real-asset investment activity with a focus on sourcing, assessing and structuring co-investment opportunities for the Group and its clients. We concentrate on tangible asset, middle-market opportunities ranging from $20million to $200million across a range of sectors. These skills are equally useful in helping to advise and augment private office investment teams, either through the provision of advice or participation on investment committees.

How we work with you We work closely with you and your family to build a relationship over time ensuring each individual clients’ objectives are understood before offering practical guidance, solutions and assistance along the way. This may be while you are going through a particular event, such as relocating to the UK, or simply requiring day-to-day support for yourself and your family.

In an increasingly complex tax, legal and regulatory environment, we recognise the benefit of working as part of a wider team. We regularly partner with the world’s leading tax and legal advisors to implement tailored, multi-jurisdictional solutions. Where financial advice and investment management is required, we leverage our global network of carefully chosen financial institutions and independent advisors.

Our clients come from around the world and include entrepreneurs, CEOs, celebrities, sports professionals, family members of all generations, as well as established family offices. What they all have in common is a desire to lead a lifestyle that is secure and professionally managed with efficiency and discretion.

Residential Property Services

A full range of Property Services including sales, property management and residence management, all delivered by our in-house team

For most families, property is a significant investment but it can be much more than this when it is also your home. In recognition of this, we offer a full range of property services through the ownership lifecycle, using our knowledge and experience of the property market and ensuring the highest level of professionalism and attention to detail.

Our in-house property specialists are qualified and experienced in their particular fields and our business is also professionally regulated by a number of professional bodies. Salamanca Group is regulated in the UK by the FCA meaning that high standards of conduct are required to ensure our client’s best interests are met. The Property team is regulated by The Property Ombudsman and are members of CMP to ensure client monies are fully protected. Working closely with owners, Trustees, Lawyers, Family Offices and agents, we provide a range of services to cater for each individual need:

SalesUsing our knowledge and influence in the market, we help you to identify the most appropriate method of sale and route to market, managing the process from start to successful completion.

We act for clients, advising and instructing, on both off market and open market sales. Trusted applicants and contacts of the Group form our extensive black book of contacts – an international network of institutional and private buyers which includes the most active individuals and corporations in the property arena.

For our off-market sales, this black book of contacts is used in a discrete fashion to introduce properties and source buyers. If the preferred route is open market, we develop a targeted marketing strategy alongside an appropriate agent, enhanced by our ever evolving network.

Property ManagementWith decades of experience at the top of the industry, we guarantee that investment properties are managed expertly with the highest level of care towards owners and tenants alike. Full management of individual properties or portfolios, including tenant finding, rent collection and insurance arrangement, is reinforced with consolidated reporting allowing you a clear view of income and capital growth. We also provide a live property management portal where you can view critical documentation, real-time accounts, and an array of other information.

Residence ManagementWe take pride in understanding the intricate and personal needs that go into making a family home. We manage every property individually and understand each property personally. From security checks while away from home for long periods through to maintenance and emergency repairs, we give you confidence that your home is safe and being looked after to the highest possible standards.

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Relocation

We manage and facilitate on a one-to-one basis every aspect of an individuals or family’s relocation. This includes:

Residency and citizenship solutionsWe help facilitate residency and citizenship solutions by making introductions and working with leading service providers, who deliver:

―Administration associated with Certificate of Sponsorship (Work Permit) applications ―Co-ordinating visas for investors wishing to invest over £2 million into the UK economy ―Applications for British Citizenship ―Tier 1 (General) applications for highly skilled applicants ―Tier 4 (Child & General) student visas

Bespoke property search services and acquisitionOur Property Services team will allocate a dedicated Property Manager to advise on every aspect of your investment, from location advice, property search on and off-market, through to conducting property tours with or on behalf of you and negotiation.

Domestic and international removals and shippingWe deal with professionally accredited agents who will be able to survey your requirements and provide a competitive quote.

Home set-up administrationYour Property Manager will facilitate all aspects of a home set-up including; attended deliveries, services and utilities set-up, council tax registration, motoring requirements and storage requirements.

Schools sourcing and placementWhen relocating, the location of schools may be a high priority. Our Education Advisory and Property Services teams work in tandem to gather the most suitable options related to your needs. We provide a full continuum of services to address children’s ever-evolving education requirements – for full details, please see our Education Advisory section.

Ongoing conciergeWe are at hand to support your requirements from international pet/animal relocation, staff sourcing to health insurance administration.

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Education Advisory

We provide expert advice to ensure your child’s academic future is in the best hands

Our in-house education expert works to effectively manage relationships with families and educational stakeholders including registrars, head teachers and bursars.

We provide a full continuum of services to address children’s ever-evolving education needs, from first steps and nursery education, to university education and first job. We are flexible and offer any or all of the following as required:

Initial ConsultationWe meet with you as a family to understand your aspirations, needs and priorities. We then start the process of selecting the correct education setting for your child or children that suits your lifestyle and business requirements.

Academic AssessmentOur detailed academic assessment enables us to identify any gaps in curriculum or knowledge and then recommend appropriate schools or universities.

School Selection, Visits & AdministrationFollowing an academic assessment and review of your child’s academic profile, we shortlist appropriate schools that are the best possible match for your child. We accompany you to the selected schools and make introductions to the school admissions staff.

University ConsultancyWe advise on the most appropriate university courses according to individual needs and assist with the drafting and review of the personal statement to support applications maximizing one’s future education opportunities.

Careers Advice & MentorshipWe provide individual support with recommending internships, CV-building events and we provide tailored careers advice to ensure children gain invaluable experience and a competitive edge prior to entering the job market.

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Yachting ServicesOwning a yacht or choosing a charter is the ultimate purchase, and we understand these experiences should reflect only the highest level of quality

Delivered by OneOcean*, we offer consultative advice across the entire spectrum of the yachting world, working in collaboration with owners and potential owners to help find the perfect vessel to complement your lifestyle or desired charter experience. Through our worldwide network of people, services and facilities, we provide highly tailored solutions, working with transparency to help you avoid potential costly mistakes.

Central to our offer is to act as an Owner’s Representative for our clients, which encompasses all aspects of a yacht purchase or new build project. Applying our in-depth market knowledge and sector experience, we proactively manage the risk and responsibility of project delivery as an advocate for, and a trusted adviser to each owner. Our team is committed to seamless execution and value add on all phases of a project – from negotiating the purchase price of a yacht, incorporating structured finance, to advice through the construction phase to delivery, as well as ensuring technical efficiency and financial control once the yacht takes to the water.

OneOcean offers the following Owner’s Representative services:

Acquisitions and disposals

New build management

Operational and technical management

Project management

Refit and maintenance

Berth sales and rental

Finance and insurance

Compliance and yachting regulations

In addition, the team support charter retail and charter management requirements.

Wherever you reside in the world, we will go the extra mile to meet with potential yacht owners and charter guests to best understand your needs, providing service with integrity to always deliver the perfect investment opportunity. The OneOcean brand extends to luxury marine and lifestyle facilities. OneOcean’s flagship destination is OneOcean Port Vell – a superyacht marina catering for yachts up to 190metres in the heart of Barcelona inclusive of a private members’ Club.

*OneOcean Yachting Services Ltd (“OneOcean”) is wholly owned by Salamanca Group

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Foreign Exchange

Leaving your currency considerations to the last minute can have costly financial implications when executing cross border transactions

With significant experience in the financial and global currency markets, our Foreign Exchange offering (powered by IFX*) provides specialist consultancy services tailored to meet our clients’ currency needs. We offer individual, transparent solutions for over 140 currencies including all of the major world currencies and most emerging market currencies.

Our experts partner an understanding of the clients’ requirements and their currency exposure with monitoring currency markets in real-time in order to provide a range of solutions which offer the best transaction approach to mitigate against market volatility. We provide peace of mind and minimise the risk associated with foreign exchange transactions. Our offering includes:

Free consultation and tailored solutionsWe offer a free consultation regardless of the requirement. Whether a simple spot transaction or a forward contract, we assess your currency requirements and exposure to provide a tailored solution. There are no obligations for you to place a trade with us.

Complete transparencyPricing transparency is core to our offering. There are no consultation fees – we source and leverage competitive market rates which ultimately benefit our clients.

Made to measureUnlike traditional financial institutions, we don’t have a one-size-fits-all approach. We take the time to understand your needs.

Access to over 140 currenciesWe offer solutions for all the major G10 and many emerging market currencies; including but not limited to South African Rand, Brazilian Real, Hong Kong Dollar and Chinese Yuan Renminbi.

Trusted currency providersWe only recommend and use trusted currency houses who process transactions fast and efficiently, and who provide updates through every stage of the transaction.

Currency Services:

Spot Contracts

Forward Contracts

Limit Order

Stop-Loss Order

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*IFX means IFX (UK) Ltd. IFX is one of the world’s leading specialist foreign exchange consultancies serving a growing spread of corporate and private clients across the UK, Europe, Middle East and Australasia

We protect and administer your wealth for peace of mind and the benefit of future generations

Trust & Fiduciary

We provide a comprehensive trustee, fiduciary and corporate service. We establish new bespoke structures and take over the running and administration of existing ones.

Having worked hard to acquire your assets, taking the next step and structuring them properly can help to achieve the following:

Estate and succession planning

Support and administration of complex assets and investments

Facilitating cross-border investment

Consolidated reporting

Multi-jurisdictional regulatory and tax compliance

Asset protection

Confidentiality in business and personal dealings

Next generation advice and support

Tax optimisation

Risk management

Wealth management selection, monitoring and cost optimisation

Reporting and consolidation of multiple assets classes

Corporate and family governance

Art management

Philanthropy

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When structuring your assets, whether through a trust company or simply through the use of professional administration services, you are also establishing a long-term relationship. This relationship is at the heart of everything we do with you, your family and other advisors.

Thanks to our Trust & Fiduciary business having been in existence for more than 40 years and the hereditary nature of many of our structures, we have extensive experience of working with the second and even third generations of a family. The benefit of these long-term interactions and our deep level of involvement is our ability to understand the bigger picture and act proactively in anticipation of your needs.

We offer an array of structures including trusts, private trust companies, foundations, partnerships, companies, family offices and escrow arrangements. Such structures are designed and implemented with your lawyers and accountants so that it is bespoke and suits the needs of your family.

Once the structure is established, we take care of all the day-to-day administration of the assets it holds, managing sales, acquisitions and other transactions relating to them, as well as sitting on the boards of any companies in the structure. We can then provide a consolidated picture of your assets and their performance. Alongside this, we use our skills and expertise to help to plan and implement both the short-term and long-term goals and aspirations these structures were designed to achieve for your family.

We have experience holding and managing a variety of assets including:

Investment portfolios

Commercial real estate and development projects

Residential real estate

Private company shares

Private equity investments

Intellectual property

Yachts

Artwork and antiques

Bloodstock

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Commercial Real Estate

Over $1.3billion of mandated assets incurrent portfolio across Europe and Brazil

Our team is instrumental in providing strategic advice on the acquisition of projects around the world acting as a principal developer of large scale residential, office and retail projects.

We have a particularly strong focus on Central London and, as the Capital continues to dominate international real estate capital, we apply our in-depth local knowledge of this market to assist investors from across the world to seek the right assets in a highly competitive environment.

We utilise our expertise and a variety of sources to identify investment opportunities and provide strategic advice on asset selection and location to meet your requirements in terms of risk and returns.

Our team supports all aspects of a transaction; we represent and lead buyers through all stages of the acquisition process through to execution including the introduction of appropriate professional advisors, where necessary, from our extensive relationships. Transactions are executed diligently in a hands-on manner benefiting from our knowledge paired with a network of contacts. We have dedicated in-house teams with expertise in commercial and residential real estate as well as corporate finance, and have wide reach amongst providers of debt amongst banks and financial institutions.

Once ownership is complete, we are able to support you to maximise financial gain from the asset through the provision of ongoing property and strategic asset management expertise via our Property Services team.

We have represented a variety of differentinvestors including High Net Worth Individuals, Family Offices, Wealth Managers, Property Companies and Institutions.

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Corporate Advisory

Corporate Advisory provides hands-on, trusted advice to business owners seeking to facilitate growth and crystallise value. We utilise our knowledge and experience to launch and support new business ventures often taking an active role.

We work with: ―High net worth professional clients ―Business entrepreneurs ―Financial sponsors and other professional shareholders ―Private and Public companies and have an in-depth understanding of the specific issues relevant to public markets and institutional investors

We have a proven track-record in preparing businesses for sale and for sourcing and negotiating debt and equity financing. Utilising our international network and sectorial expertise we identify appropriate purchasers, source and negotiate the acquisition of assets and businesses on behalf of clients. Our extensive financial modelling skills, combined with our understanding of funders requirements enable us to create relevant, detailed financial and valuation models to act as a backbone for our work on behalf of our clients.

Whilst we work frequently in the UK, we also operate on an international basis and our team has more than 40 years’ combined experience in emerging markets having worked through several economic cycles.

Negotiating capital and business assets across borders is a particular area of expertise. We enjoy a wide-range of trusted relationships with providers of debt and equity and establish bespoke solutions to meet your needs. We also create and advise upon investment structures internationally to facilitate successful investment.

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We provide trusted, specialist advice on the buying, selling and merging of companies, either public or private

Special Situations

Our Special Situations unit is a global, multi-asset class business dedicated to partnering with you across the full scope of your real-asset investment activity. We focus on sourcing, assessing and structuring co-investment opportunities for the Group and clients.

We act as a trusted advisor, for example joining the board during a period of transition or to bolster expertise; assisting with upgrading senior management or providing strategic advice. Our global network of family offices, advisors, diplomats and other well-placed connections can be drawn upon by you to address diverse and often unique investment situations.

Through this network we also have a distinct edge in sourcing interesting, off-market deal flow with which we can match you where appropriate to your existing business or portfolio or desire to diversify.

We also invest ourselves alongside our family office and high net worth clients across a range of sectors including but not limited to energy and natural resources, heavy industry, infrastructure and logistics. As a privately held company, we are able to pursue investment opportunities more efficiently and are able to move quickly through the transaction lifecycle.

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We act as a trusted advisor supporting your investment advisory activity focusing on tangible asset,middle-market opportunities across a range of sectors

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Where are we?

London - Group HQ

8th Floor 50 Berkeley Street London W1J 8HA United Kingdom

Tel: +44 (0)20 7495 7070

Geneva

1 Rue du Pre-de-la-Bichette P.O.Box 1744 1211 Geneva 1 Switzerland

Tel: +41 22 807 2000

Jersey

One The Esplanade St Helier Jersey JE2 3QAChannel Islands Tel: +44 (0)1534 512 512

Mauritius

Level 8C Cyber Tower II Ebene Cyber City Mauritius

Tel: +230 403 0400

Monaco

1, Rue du Gabian 98000 Monaco

Tel: +33 6 40 62 22 80

Brazil - Natal

Rua Andelo Varela 1049 - Tirol, Natal/RN 59015-010 Brazil

Tel: +55 84 3211-0096

Next StepsWe welcome the opportunity to discuss you and your family’s requirements. Simply contact:

enquiries-privateoffice@salamanca-group.com

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Important notice

This document is distributed by Salamanca Group and is intended to provide an overview of some of the services offered by it. Salamanca Group is the trading name for Salamanca Group Holdings (UK) Ltd, its subsidiaries, affiliated and associated companies. One of those is Salamanca Capital Partners LLP (“SCP”), the principal regulated entity which is authorised by the UK Financial Conduct Authority. Neither SCP nor its appointed representatives are regulated as a bank and they are not authorised to carry on traditional banking activities such as accepting deposits or holding client money. SCP and its appointed representatives conduct investment business with Professional Clients only.

Salamanca Group®

© Salamanca Group Holdings (UK) Ltd 2016

Salamanca Group’s Trust and Fiduciary companies include:

Salamanca Group Trust (Jersey) Ltd, regulated by the Jersey Financial Services Commission, registered number 58347, registered office One The Esplanade, St Helier, Jersey, JE2 3QA, Channel Islands;

Salamanca Group Trust (Switzerland) SA, regulated by the Association Romande des Intermédiaires Financiers and a member of the Swiss Association of Trust Companies, registered office 1 Rue du Pre-de-la-Bichette, P.O. Box 1744, 1211 Geneva 1, Switzerland;

Salamanca Group Trust (Mauritius) Ltd, regulated by the Mauritius Financial Services Commission, registered address Level 8C, Cyber Tower II, Ebene Cyber City, Mauritius.

Salamanca Group’s Yachting Services are delivered by OneOcean Yachting Services Ltd (OneOcean). OneOcean is registered in England and Wales under company number 09189120. OneOcean‘s registered address is 8th Floor, 50 Berekely Street, London, W1J 8HA and has a Commercial Agency in Monaco with registration number 15S06729 and registered address 1, Rue du Gabian, 98000 Monaco.

Salamanca Group’s Foreign Exchange services are delivered by IFX (UK) Ltd. IFX (UK) Ltd trading as International Foreign Exchange is registered at 8th Floor, 50 Berkeley Street, London, W1J 8HA under the company registration number 05422718. IFX is approved by the Financial Conduct Authority as an Authorised Electronic Money Institution under the Electronic Money Regulations 2011 for the issuing of electronic money (900517).

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