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Floreat Wealth Management
FLOREAT WEALTH MANAGEMENT LIMITED is an SEC-registered investment adviser in Hertfordshire, registered since 2020. It provides investment advice to clients.
Floreat Wealth Management
FLOREAT WEALTH MANAGEMENT LIMITED is an SEC-registered investment adviser in Hertfordshire, registered since 2020. It provides investment advice to clients. The firm is headquartered in Hertfordshire.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
Europe
Country
United Kingdom
City
Hertfordshire
Corporate office
London, United Kingdom
Additional offices
Singapore · Zug · Hong Kong
Principals
Lord Michael Spencer
Founder
Jonathan Davis
Chief Investment Officer
Edmund Truell
Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Floreat Wealth Management?
Jonathan Davis serves as Chief Investment Officer and leads the investment team. Lord Michael Spencer, the founder, remains involved as Chairman, providing strategic oversight. The firm operates with a professional investment committee process distinct from a single-family decision structure.
How does Floreat source proprietary deal flow?
Floreat sources investments through its network of GP relationships cultivated over 15 years, direct outreach to founder-led companies, and co-investment rights negotiated by committing to fund vehicles. Its multi-family office structure gives it access to deal flow that single-family offices may not see independently.
Is Floreat structured as a single family office or multi-family office?
Floreat is a multi-family office. It began as a single-family office for Lord Michael Spencer in 2008 but opened to select families to achieve scale, deal access, and operational efficiency. It serves a small, curated group of ultra-high-net-worth families alongside the Spencer family capital.
Does Floreat participate in fund commitments or only direct deals?
Floreat participates in both fund commitments and direct co-investments. The firm allocates capital to private equity and hedge fund partnerships while also pursuing direct equity investments in infrastructure, real estate, and company buyouts alongside those GPs.
What investment stages does Floreat typically target?
Floreat targets mature, cash-flow-generating assets across private equity buyouts, real estate, and infrastructure. It is not primarily a venture capital investor, though it may participate in growth-stage deals through relationships with buyout firms that have expansion capabilities.
Where does the underlying wealth come from for Floreat?
The founding wealth comes primarily from Lord Michael Spencer's creation and sale of ICAP (now NEX Group). Spencer founded ICAP in 1986 and grew it into the world's largest interdealer broker before selling to CME Group in a $5.5B deal in 2018. Additional capital comes from the network of families the firm serves.
Does Floreat maintain philanthropic structures, and how are they separated?
Yes, the Floreat Group includes a philanthropic foundation that is structurally separate from the investment office. The foundation focuses on education and entrepreneurship in the UK, funded by Lord Michael Spencer and other family clients. Investment decisions for the foundation are handled by the same professional investment team.
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