Continuous, independent thinking around your capital.
For family offices, entrepreneurs, business owners and private investors who want ongoing, independent research and oversight of their capital, without hiring an internal investment team.
Arrange a Confidential Conversation →Someone still needs to be watching the capital.
The entrepreneur does not necessarily want to become a professional investor. The family office may not want to employ a team of analysts.
But significant capital still needs continuous, informed attention: what is owned, what has changed and what deserves a decision.
Building a successful business and investing the proceeds are different skills.
An entrepreneur can spend twenty years becoming exceptional at one operating business.
Then a sale, dividend or liquidity event changes the problem.
Suddenly, they may be responsible for allocating millions across equities, funds, ETFs, private investments, property, currencies and other assets. They now have access to more investment opportunities than they could reasonably analyse themselves.
But they may have no desire to spend the next decade becoming a professional investor.
Family offices face a similar problem. They may have substantial capital and access to almost every investment opportunity imaginable, while still needing additional independent analytical capacity.
Silver Cross can become the external research and portfolio-intelligence layer around that capital.
Our role is not to create unnecessary activity. It is to help organise the decision-making process.
Four disciplines, one view of your capital.
Company research, industry research, and fund and manager analysis.
Portfolio monitoring, concentration analysis and regular portfolio reviews.
Stress testing, scenario analysis and identification of material vulnerabilities.
Investment memoranda, investment-committee support and independent challenge.
An investment office, without building one yourself.
A confidential conversation is the starting point: what you own, how decisions are currently made and where independent research would make the greatest difference.
Arrange a Confidential Conversation →The Investment Office provides independent investment research, analysis and decision support. Silver Cross does not manage client assets or make investment decisions on a client's behalf. Capital is at risk.