Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. 10 para. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). Get to know our dedicated, experienced team. Cookies contain information that is transferred to your computer's hard drive. In the event of such a breach, your right to use our site will cease immediately. He joined the firm in 2012. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. 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. You are responsible for configuring your information technology, programmes and platform to access our site. Founded for the need to preserve, protect and grow our own capital. Investing with independent spiritand a shared outlook. 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. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. If you would like more information about our capabilities and services, please get in touch. 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 a 'go-to house for substantial families. In respect of the units distributed in or from Switzerland, the place of performance and jurisdiction is at the registered office of the representative. Supporting the arts on behalf of our clients and partners. If you would like more information about our capabilities and services, please get in touch. 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. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. Lives in Clinton, North Carolina. Why? The fund documents may only be distributed in Switzerland to qualified investors within the meaning of art. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. James Wilcox has been a trusted legal adviser to a great number of substantial global clients. Floreat Group James Wilcox General Manager (NSW) Commercial and Delivery at RPS Australia Asia Pacific Sydney, NSW. 276 followers 273 connections. We invest responsibly, taking the long term view. OUT NOW: The 2023 Spear's Home & Design Index. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. 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Our site contains material which is owned by or licensed to us. 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. We are an independent and privately held investment group, serving institutions and a select group of ultra-high net worth clients. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. 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). By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. See the complete profile on LinkedIn and discover james' connections and jobs at similar companies. Lives in Nashville, Tennessee. An entrepreneurial spirit defines our individual and collective strength. Our content is for your general information and use only. Our strategies are not suitable for retail clients. 10 para. 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. The intention is to market funds to investors based in Europe and Switzerland. 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. A London judge refused Friday to let Floreat Investment strike out arguments from three of its former advisers about an offshore company a firm director owned in the private wealth manager's suit accusing the trio of dishonestly pocketing fees. We may include external links to provide further information and for your convenience. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. We seek best-in-class real estate assets across the UK and Europe. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. We invest responsibly, taking the long term view. James Wilcox Managing partner at Floreat Group London Floreat Group James Wilcox Operations Manager at Fusion People Derby Accept Fusion Cheltenham University James Wilcox Mr at mishcon. 06681961. Our strategies are not suitable for retail clients. Please check our Spear's Magazine Privacy Policy to see how we protect and manage your submitted data. . CS 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, and will have no other duties or responsibilities. 10 para. James Wilcox recognised as top-ranked UHNW client adviser James Wilcox has once again been recognised among the top experts in ultra-high net worth (UHNW) wealth management in the Spear's Wealth Management Index. 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. An entrepreneurial spirit defines our individual and collective strength. In respect of the units distributed in or from Switzerland, the place of performance and jurisdiction is at the registered office of the representative. Real assets offering long-term investments geared for income. The trend real estate investors cannot afford to ignore, The future of aircraft leasing - short, medium and long term, The office is here to stay: a 2021 outlook. See Photos. Past performance is not necessarily a guide to future returns. 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. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. 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. If you would like more information about our capabilities and services, please get in touch. The Spear's 500 is a prestigious annual guide to the top private client advisers, wealth managers, lawyers and service providers for UHNW and HNW individuals. We offer a truly integrated service to help preserve and grow the wealth of our clients. 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 a 'go-to. James Wilcox, Head of Private Offices We run courses to train them to be trustees and treat them like a board of directors. We are not responsible for information on these sites and we do not endorse these sites. In the event of such a breach, your right to use our site will cease immediately. He joined Floreat in 2012. . Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. 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. Cookies contain information that is transferred to your computer's hard drive. 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 James . Wealth Management & Private Banking CS shall not supervise or control the activities of the investment manager, or the administrator. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. james has 1 job listed on their profile. 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. 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. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. Live market coverage co-anchored from Hong Kong and New York. 10 para. Alternative Investment Managers Directive 2011/61/EU. Data protection, IP addresses and cookies. Philanthropy underpins much of the work we do. Pictet shall not supervise or control the activities of the funds investment manager, or its administrator. If you do not agree to these terms, you must not use our website. There are 500+ professionals named "James Wilcox", who use LinkedIn to exchange information, ideas, and opportunities. Modern Forms & Contemporary Art Patronage. It shall be your own responsibility to ensure that any products, services or information available through this site meet your specific requirements. We may also suspend, withdraw or restrict the site for business or operational purposes. Join to view . 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. Our content is for your general information and use only. 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. Past performance is no indication of current or future performance. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. CS does not act as sponsor or promoter of the fund. Data protection, IP addresses and cookies. CS shall not supervise or control the activities of the investment manager, or the administrator. They help us to improve our site and to deliver a better and more personalised service. 593551. He was honored by the Louisiana Center for the Book in the State Library of Louisiana for his extraordinary contributions to the state's literary heritage that is exemplified by his body of work. We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. James is very involved in p. 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 you would like more information about our capabilities and services, please get in touch. Registered office: 33 Grosvenor Street, London, W1K 4QU. They help us to improve our site and to deliver a better and more personalised service. Telephone calls to us may be recorded for monitoring purposes. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. 3, 3bis and 3ter CISA. Try our Advanced Search for more refined results. 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We, any other party (whether or not involved in creating, producing, maintaining or delivering our site), and any of our group companies and the officers, directors, employees, shareholders or agents of any of them, exclude all liability and responsibility for any amount or kind of loss or damage that may result to you or a third party (including without limitation, any direct, indirect, punitive or consequential loss or damages, or any loss of income, profits, goodwill, data, contracts, use of money, or loss or damages arising from or connected in any way to business interruption, and whether in tort (including without limitation negligence), contract or otherwise) in any way or in connection with: Nothing in these terms of use shall exclude or limit our liability for: Your use of our site and any dispute arising out of such use of the site is subject to the laws of England and Wales and the English courts will have exclusive jurisdiction. Credit Suisse AG (CS) has agreed to provide custodial services. 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