Floreat

Overview

Floreat is an independent and privately held financial services group based in the United Kingdom. Founded in 2006, the firm specializes in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide. Floreat offers a range of services, including merchant banking, advisory, and investment management, with a focus on early-stage technology investments. The firm's investment strategy is characterized by a long-term approach, emphasizing strong relationships and a commitment to delivering value to clients. Floreat's portfolio spans various sectors, including technology, healthcare, consumer goods, and financial services, reflecting its diverse investment interests. The firm is known for its disciplined investment process and its ability to identify and support high-potential companies across multiple industries. Floreat's team comprises experienced professionals dedicated to providing the best for their clients. The firm's entrepreneurial approach fosters an environment where each part of the business can perform and build on its individual experience and collective strengths to serve clients. Philanthropy plays a significant role in Floreat's work, taking shape in various ways, and the firm is proud to be long-term supporters of the arts, offering clients access to in-house collections.

Investment Focus

• Professional private clients
• Ultra-high net worth individuals
• Institutional clients

Portfolio Companies