# Floreat Wealth Management

Floreat Wealth Management is a Multi Family Office based in Hertfordshire, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hertfordshire, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2008
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** floreatwealth.com
- **LinkedIn:** https://www.linkedin.com/company/floreat-wealth-management-limited/

## Regulatory record

- **CRD number:** 309463
- **SEC file number:** 802-119867
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309463

## About

FLOREAT WEALTH MANAGEMENT LIMITED is an exempt reporting adviser in Hertfordshire. It provides investment advice to clients. The firm is headquartered in Hertfordshire.

## Sectors

- Private Equity
- Real Estate
- Infrastructure
- Hedge Funds
- Private Credit

## Offices

- Singapore
- Zug
- Hong Kong

## People

- Lord Michael Spencer — Founder
- Jonathan Davis — Chief Investment Officer
- Edmund Truell — Chairman

## 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.

## Related profiles

- [Seraphim Wealth Advisors](https://altss.com/profile/seraphim-wealth-advisors-inc)
- [POND IMAGE CAPITAL MANAGEMENT, LLC](https://altss.com/profile/pond-image-capital-management-llc)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/floreat-wealth-management-limited

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