Investment Advisory

We provide independent advice to families, wealth managers and institutional investors building long-term private markets programmes, drawing on long-standing GP relationships across North America, Europe and Asia.

Our work spans investment programme design and portfolio construction, sourcing, research, due diligence, cashflow modelling, monitoring, reporting and the review of legacy portfolios.

We cover funds and co-investments, as well as independent assessments on directs and secondary transactions.

Discover our services

  • Private Markets Investments

    Designing and building long-term private markets programmes, from strategy and portfolio construction to sourcing, due diligence, monitoring and reporting.

  • Secondaries & Transactions

    Independent advice on selling fund interests and significant transactions, from hold-versus-sell analysis to confidential execution.

  • Reporting and Portolio Reviews

    Independent assessment of existing private markets portfolios, covering strengths, weaknesses, concentration, structure, cash flows, costs, risks, potential improvement and performance.

  • Modular Solutions

    Flexible, standalone support for investors, available whenever you need it, from sourcing and research to ongoing portfolio monitoring.

  • Outsourced CIO

    A single point of accountability across the portfolio, combining our private markets expertise with specialist managers across public equities, fixed income, real assets and hedge funds.

Investment Team

  • William Gilmore

    Chief Investment Officer

  • Rodrigo Aguirre

    Investment Director

  • Josephine Llewellen Palmer

    Associate Director

  • Timothy Bell

    Vice Chair

  • Morné Geldenhuys

    Investment Associate

  • Kitty Griffin-Pain

    Investment Analyst

  • Winson Ng

    Industry Advisor and IC Member

  • Bengt Hellstrom

    Industry Advisor and IC Member