Track Record
Our team brings together decades of experience across institutional investment management, private banking, quantitative finance, and entrepreneurial advisory.
Leadership
Our principals have built track records in demanding institutional and entrepreneurial environments, and have chosen to apply that experience in the service of a small number of families.
Nick Maughan CBE is a career investor and technology entrepreneur with a record spanning several decades. He served as Director of Research at Tamiso & Co, a pioneering quantitative trading firm based in New York, where he led systematic research and strategy development at an institutional level. He has founded and invested in multiple technology businesses, and serves as chairman of several organisations across the private and public sectors. His quantitative rigour, entrepreneurial experience, and strategic breadth inform the firm's investment philosophy.
Charles Abou Eid brings deep expertise in wealth management and portfolio construction for international private client families. He held senior roles within the BNP Paribas Chief Investment Office, responsible for global wealth management strategies, and at Deutsche Bank in Geneva, where he advised families on complex, multi-jurisdiction portfolios. His command of portfolio construction and multi-asset risk management underpins the firm's investment process.
Both principals hold advanced degrees from leading academic institutions and maintain close professional networks in the international investment community.
Institutional Roots
Our principals have operated within institutional investment environments where the demands of rigour, accountability, and process are non-negotiable. The research standards, risk frameworks, and governance disciplines developed in those contexts are applied in full to the management of our clients' wealth.
Years of advising international families at leading private banking institutions have given our principals a detailed understanding of the requirements, sensitivities, and complexities that characterise these relationships.
Direct experience founding and backing high-growth companies provides an insider's perspective on private markets that is rarely available in conventional asset management. We understand how businesses are built, how value is created, and how risks evolve through the private market lifecycle, allowing us to evaluate private opportunities with unusual depth.
Our Network
Over the course of our principals' careers, we have built relationships with leading asset managers, independent research providers, custodian banks, legal advisors, tax specialists, and family offices across North America, Europe, the Middle East, and Asia. These relationships are among our most valuable assets.
In investments, our network provides deal flow, co-investment access, and manager selection insights beyond conventional channels. In advisory, it connects clients with the most appropriate legal, tax, and governance specialists.
We work only with counterparties who meet our standards of quality, integrity, and alignment.
We welcome introductions from families considering a relationship with an independent, principal-led advisory firm.