Family Investment Office
Ocean Partners has established a 'Family Investment Office' providing personalised wealth management solutions to high net worth clients.
Operating as an independent advisor to a select group of high net worth clients, Ocean Partners provides access to a range of products that are not ordinarily provided through traditional broker channels. With consideration received under a service delivery model, compared to a brokerage model, Ocean Partners is an objective provider of advice with our interests closely aligned to those of our clients.
Ocean Partners provides a partnership solution to families managing the inter-generational transfer of wealth.
Providing an environment of trust, confidentiality and security, our sole purpose is to protect our clients' wealth and help them grow it.
- Cash management
- Global asset allocation
- Investment strategy consulting
- Comprehensive performance reporting
- Co-ordination of professionals
- Debt structure and analysis
Ocean Partners has a joint venture, Ocean Credo Limited, with Credo Group in the United Kingdom.
Credo Group is an independent wealth management group that offers private clients personalised investment solutions and manages investments for a network of high net worth international families. Credo Group currently has in excess of £1 billion under management.
Credo provides specialist assistance to Ocean Partners through the Ocean Credo joint venture.