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Building wealth through direct investment into private companies

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Private companies – an essential asset allocation

This unique asset class is uncorrelated to the main markets and adds diversity and great value to a broader portfolio. We source a flow of investment opportunities in established and profitable private companies and offer access to these via our Private Company Portfolio Service. We work with financial advisers, wealth managers, family offices, private banks and directly with our network of investors.
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Our strategy – focus on Transformer Companies

Our team of investment experts seek out profitable and growing businesses which offer great value for investors without the risk levels of start-ups. They undertake meticulous due diligence, delving into every detail of the business. To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m.  Not large enough to attract traditional private equity funds or strategic buyers, these transformer companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.








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working with advisers- OUR APPROACH

We understand the importance of the relationship between advisers and their clients. By working closely with advisers, we can deliver a bespoke service which supports this.

Let us know what you’re looking to achieve for your clients and we’ll design a package that suits you.

Our flexibility means it’s easy for you to allocate your clients to private companies in a way that works best for them and for you.

To get started, please get in touch and request our due diligence pack.


Investing in private companies can be very tax-efficient and our choice of Services are designed to meet different investment needs. From a range of simple solutions for passing wealth to the next generation, to making funds held in ISA’s or pensions work harder, we can help provide the right solution for you or your clients.

Choice and Flexibility

Growth equity

Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.

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Lend to profitable businesses with strong equity backing for high yields and a share in capital growth.

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Estate planning

Protect your wealth for the next generation.

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Rockpool sipp

Enhance your pension returns.

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Enjoy tax free savings and attractive returns.

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join us for a q&a session

These sessions provide an opportunity to put questions to our Head of Investment about the merits of investing in private companies, to find out more about our approach and our open investment opportunities.

Next dates are:
26th September 2018
10th October 2018
24th October 2018


register with rockpool

If you are an individual investor or an intermediary, register now to get access to full investment details.

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10 Bressenden Place
Victoria, London

Phone 0203 8548 100


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