Entrepreneur's Investment Office

EIO acts as a cross-asset structuring advisor, not a fund manager or discretionary allocator. It designs bespoke financial structures that often begin with high-quality liquid securities such as US Treasuries or investment-grade fixed income, then applies leverage and algorithmic strategies through a panel of external global banks. The firm does not custody client assets — execution and custody sit entirely with its banking partners, a design that outsources operational risk and scale.

Founder and CEO Nick Levitt, a former HSBC executive, oversees the firm. Charles de Boissezon, a one-time CEO of HSBC Private Banking Hong Kong and Hinduja Bank (Switzerland), serves as Chairman. The operational leadership includes Matthew Stewart as Chief Securities Officer, Shiv Chopra as Head of Treasury, and Ameet Saldanha as COO and CRO, combining trading, treasury, and risk experience from institutions such as Daiwa Bank Europe, American Express, and Prudential.

EIO is authorized by the UK Financial Conduct Authority (FRN 763760) and regulated by the Dubai Financial Services Authority. In the United States, it is registered with the SEC as an Exempt Reporting Adviser (CRD #334517). Its physical presence extends to additional offices in Abu Dhabi, New York, Toronto, and Geneva, covering key financial hubs in Europe, North America, and the Middle East.

The firm advises on both liquid and illiquid assets. It prefers to exchange illiquid holdings — such as real estate or private company stakes — into large liquid instruments like fixed income, currencies, or ETFs, enhanced with leverage. However, its Altss research record confirms direct real asset exposures including a hotel project in Europe and a mixed-use portfolio in Portugal, indicating co-investment activity alongside its advisory work.

Stuart Lever, a private investor who sold his family steel trading business to the Macsteel Group, chairs Demeter, a group company of EIO. While EIO functions as the regulated advisory entity for external families, Demeter appears to operate as a private investment vehicle within the group’s structure, extending the firm's own balance-sheet deployment capabilities alongside its advisory mandates.

The firm advises institutional and qualified investor entities globally, with a focus on enterprising families and UHNWIs who have specific financial objectives their existing advisors could not solve. Many engagements start with a discrete problem — project funding or unlocking liquidity from complex family structures — and EIO builds a cross-asset package that leans on repeatable leverage and structuring frameworks.

The firm's confirmed investment stages span early-stage, growth, and startup, alongside liquid trading strategies. Sector focuses include FinTech, PropTech, Energy Transition & Renewables, Digital Health, and WaterTech, while asset classes cover private equity, private credit, real estate, infrastructure, hedge fund strategies, secondaries, and digital assets. Liquid exposures concentrate on currencies, gold, oil, ETFs, and major equity indices.