Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Unauthorised use of this site may give rise to a claim for damages and/or be a criminal offence. Banque Pictet & Cie SA (Pictet) has agreed to provide custodial services to the fund. Past performance is no indication of current or future performance. In the event of such a breach, your right to use our site will cease immediately. Neither the fund nor the investment managers are based in an EU member state and would therefore be classed as a third country AIF and third country AIFM respectively. 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. See Photos. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. Past performance is no indication of current or future performance. There are 300+ professionals named "James (jamie) Wilcox", who use LinkedIn to exchange information, ideas, and opportunities. Past performance is not necessarily a guide to future returns. We offer a truly integrated service to help preserve and grow the wealth of our clients. To request access to the dataroom, please contact Investor Relations. You are responsible for configuring your information technology, programmes and platform to access our site. Private debt offers a potential illiquidity premium that can exceed returns. 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. We have no responsibility for the content of the linked site(s). They help us to improve our site and to deliver a better and more personalised service. . 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. The representative is ACOLIN Fund Services AG, Affolternstrasse 56, CH-8050 Zurich. Modern Forms & Contemporary Art Patronage. Please see our Privacy Policy. They help us to improve our site and to deliver a better and more personalised service. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this site. (Podcast), Managing Partner, Floreat Merchant Banking Ltd. 3, 3bis and 3ter CISA. 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. The state of the origin of the Real Assets Global Opportunity Fund is the British Virgin Islands, whilst the paying agent in Switzerland is Credit Suisse AG, Paradeplatz 8, CH-8001 Zurich. Wilcox commented on the prospects for overall economic growth, as well as the importance of timely succession planning. Registered in England and Wales, no. 06681961, with a registered office at 33 Grosvenor Street, London, W1K 4QU. Our strategies are not suitable for retail clients. 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. James Wilcox, Head of Private Offices, weighs in on the results of the Spear's Wealth Management Survey 2021, which gathers the opinions of select wealth managers working with HNW and UHNW clients. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). In the legal profession, information is the key to success. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. Pictet does not act as sponsor or promoter. 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. To request access to the dataroom, please contact Investor Relations. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. Get James Wilcox's email address (j*****@floreat.ch) and phone number (+44 7977 05..) at RocketReach. CS shall not supervise or control the activities of the investment manager, or the administrator. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. See Photos. James Wilcox Editor at Hawaii 5-0 Los Angeles, CA. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). By using our site, you confirm that you accept our terms of use and that you agree to comply with them. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. And it all started with one idea. We are different, Wilcox tells Spears. All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the site. CS shall not have any duties or responsibilities within the meaning of Article 72 et seq. 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. Founded for the need to preserve, protect and grow our own capital. Data protection, IP addresses and cookies. Keeping you up to date on the latest Floreat news and views from our team. 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. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. Philanthropy underpins much of the work we do. Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. Acclaimed author James Wilcox was named recipient of the prestigious Louisiana Writer Award for 2011. Cookies contain information that is transferred to your computer's hard drive. 12 best private schools in the UK, and their most notable alumni, Spears Award winner Ajaz Ahmed: the UK suffers from a poverty of distribution, A flexible, efficient and private way to plan your philanthropy. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. This is the third year James has been cited as a 'top recommended' UHNW wealth manager. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack. FRESH FISH DIRECT LIMITED (dissolved) 26 January 2010 - 20 November 2018 James Wilcox worked as a Director (NONE) in FRESH FISH DIRECT LIMITED. Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied. Pictet does not act as sponsor or promoter. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. In respect of the units distributed in or from Switzerland, the place of performance and jurisdiction is at the registered office of the representative. Data protection, IP addresses and cookies. Modern Forms & Contemporary Art Patronage. Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. Lt. Gov. Registered office: 33 Grosvenor Street, London, W1K 4QU. 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. CS does not assume any liability for negligent or wilful misconduct of the funds investment manager or administrator and potential investors should not rely upon CS in deciding whether or not to invest. To request access to the dataroom, please contact Investor Relations. 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. 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 the go-to house for substantial families. Neither the fund nor the investment managers are based in an EU member state and would therefore be classed as a third country AIF and third country AIFM respectively. 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Alternative Investment Managers Directive 2011/61/EU. 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. Long-term, responsible investing aiming for inflation-beating returns. the use, inability to use or the results of use of this site; any external sites linked to this site (and the information contained on those sites), your downloading of any material from this site or any externally-linked sites; or. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. If you do not agree to these terms, you must not use our website. View James Wilcox's professional profile on LinkedIn. Registered office: 33 Grosvenor Street, London, W1K 4QU. Please select proceed to login with your details (you will be taken Merrill Datasite, an external site). Founded for the need to preserve, protect and grow our own capital. Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. CS does not warrant the contents of the documentation nor will it be involved in the management, administration or net asset value calculation of the fund. RPS, +9 more . The finance side covers investment, real estate, fixed income and principal investing, while the non-financial side covers financial succession, wealth management, wealth transfer and philanthropy. CS does not act as sponsor or promoter of the fund. Lives in Clinton, North Carolina. It may not always be available or be uninterrupted. CS does not act as sponsor or promoter of the fund. 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). Musks TeslaMaster Plan Lacks Drive. Try our Advanced Search for more refined results. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. In everything we do, we are focused on providing the very best for our clients and as a privately owned and independent group, we have the freedom and creativity to deliver. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. This site is operated by Floreat Merchant Banking Limited which is authorised and regulated by the Financial Conduct Authority with no. View James Wilcox's profile on LinkedIn, the world's largest professional community. This is statistical data about our users' browsing actions and patterns, and does not identify any individual. 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. Supporting the arts on behalf of our clients and partners. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions. Our operational experience and financial skills bring a specialist approach in serving large UHNW families and complex client affairs, he stresses. 10 para. James Wilcox. He is also featured in the Spear's 500 directory of the top private client advisers. In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. 529 others named James Wilcox are on LinkedIn . Password (at least 8 characters required). We may make changes to our site from time to time and it is subject to change without notice. Telephone calls to us may be recorded for monitoring purposes. Our aim is to become a trusted adviser and a reliable partner. CS will not provide advisory services or asset management services, nor will it monitor investment management activities or investment strategies. You are responsible for configuring your information technology, programmes and platform to access our site. We are an independent and privately held investment group, serving institutions and a select group of ultra-high net worth clients. As head of private offices, James is responsible for advising and managing the wealth of our clients. The intention is to market funds to investors based in Europe and Switzerland. Jay Dardenne and State Librarian Rebecca Hamilton recognized Wilcox at an award . We invest responsibly, taking the long term view. James has 1 job listed on their profile. Neither we, nor any third parties, provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this site. 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. . 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. We have no responsibility for the content of the linked site(s). The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. I value the long-standing relationships I have built with my clients and I look forward to continuing to serve them. 276 followers 273 connections. In the event of such a breach, your right to use our site will cease immediately. Pictet shall not supervise or control the activities of the funds investment manager, or its administrator. We invest responsibly, taking the long term view. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units. 593551, registered in England and Wales, no. 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. You must not misuse our site by knowingly introducing material that is malicious or technologically harmful. Past performance is no indication of current or future performance. 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. Cookies contain information that is transferred to your computer's hard drive. If you access any third-party links, you do so entirely at your own risk. Pictet shall not have any duties or responsibilities within the meaning of Article 72 et seq. the use, inability to use or the results of use of this site; any external sites linked to this site (and the information contained on those sites), your downloading of any material from this site or any externally-linked sites; or. of the Swiss Act on Collective Investment Schemes of June 23, 2006, as amended (SR 951.31). Floreat Group, +1 . Others named James Wilcox. For example, Pictet will not provide advisory services or asset management services nor will it monitor investment management activities or investment strategies. Registered office: 33 Grosvenor Street, London, W1K 4QU. Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5). Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied. 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 And a Car. 3, 3bis and 3ter CISA. Please also refer to our Privacy Policy and Cookie Policy, which set out information about the cookies on our site. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. James qualified as a solicitor in 1982 and studied Corporate Finance at London Business School. Credit Suisse AG (CS) has agreed to provide custodial services. death or personal injury caused by negligence; any liability which cannot be excluded or limited under applicable law. It may not always be available or be uninterrupted. Pictet does not warrant the contents of the relevant documentation nor will it be involved in the management, administration or net asset value calculation. , taking the long term view London, W1K 4QU contain information that malicious! Potential illiquidity premium that can exceed returns UHNW wealth manager our users ' browsing actions patterns. Recipient of the linked site ( s ) investment Schemes of June 23, 2006, as amended SR! Authorised and regulated by the Financial Conduct Authority with no Limited which is authorised and by... Access any third-party links, you confirm that you accept our terms of use that. 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