Multi-Family Office

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Pall Mall Family Office

Pall Mall Family Office was established in 2016 by David Alexander. He had previously built and sold AAG Wealth Management that same year. The firm maintains...

Pall Mall Family Office logo

Pall Mall Family Office

Pall Mall Family Office was established in 2016 by David Alexander. He had previously built and sold AAG Wealth Management that same year. The firm maintains its headquarters in Maidenhead and structures services around transparent fees and independent advisory networks. The firm targets early-stage venture capital and private equity. It uses alternative VC models and direct co-investments or SPVs. Asset classes include ClimateTech, Digital Health, Biotech, Enterprise Software and ESG strategies. Activity centers on Europe. No specific portfolio holdings appear in public records. The operating team includes CEO Rupert Tate and Investment Director Sharon Brittan. Advisory board members comprise Sir Ben Elliot, Lord St John of Bletso, Kate Reardon, Oliver Thomson, Robert Suss and Mukul Mohanty, who joined in December 2023. The firm lists no additional offices. Philanthropic vehicles include the David Alexander Charitable Trust and Elephant Family. The structure ties directly to Alexander's prior wealth-management business. This creates a hybrid model that combines family-office services with advisory-board input from peers in finance, media and politics. Governance remains centered on the founder and a small group of business partners rather than external institutional oversight.

General information

Firm type

Multi Family Office

Year founded

2016

Location

Region

Europe

Country

United Kingdom

City

Maidenhead

Corporate office

Mill Lane, Taplow, Maidenhead, SL6 0AG, United Kingdom

Principals

David Alexander

Founder and Chairman

Rupert Tate

CEO

Sharon Brittan

Investment Director

Sector focus

ClimateTechDigital HealthBiotechEnterprise SoftwareESG

Frequently asked questions

Who runs investment decisions at Pall Mall Family Office?

David Alexander serves as Founder and Chairman. Rupert Tate acts as CEO. Sharon Brittan holds the role of Investment Director.

How does Pall Mall Family Office source proprietary deal flow?

The firm draws on advisory board relationships and the founder’s prior network from AAG Wealth Management. Members include figures from finance, media and politics.

Is Pall Mall Family Office structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office. It also executes early-stage venture capital and private equity through direct co-investments and SPVs.

Does Pall Mall Family Office participate in fund commitments or only direct deals?

Public materials emphasize direct co-investments and SPVs rather than broad fund commitments.

What investment stages does Pall Mall Family Office typically target?

The firm focuses on early-stage opportunities and venture capital alongside private equity.

Where does the underlying wealth come from?

Wealth traces to founder David Alexander’s sale of AAG Wealth Management in 2016.

Does Pall Mall Family Office maintain philanthropic structures, and how are they separated?

The firm lists the David Alexander Charitable Trust and support for Elephant Family. These sit alongside but separate from investment activities.

Profile maintained by 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.

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