Updated:
Floreat Wealth Management
FLOREAT WEALTH MANAGEMENT LIMITED is an exempt reporting adviser in Hertfordshire. It provides investment advice to clients. The firm is headquartered in...
Floreat Wealth Management
FLOREAT WEALTH MANAGEMENT LIMITED is an exempt reporting adviser in Hertfordshire. 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.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: