Case Study - 14 March 2019

How Hawksford worked with a tech savvy investor

The client is a UK Investment Adviser, acting as an Appointed Representative (AR) of an Financial Conduct Authority regulated entity (In the UK, an AR is an arrangement whereby a person or firm is able to arrange deals in investments and advise on investments by acting as an agent for a firm (Principal), which is directly authorised by the FCA).

Author of article:

Simon Page

Global Head of Fund Services

Hawksford service all of this client's vehicles through the Jersey office – the fund vehicles through the Funds team and the trust structures through the Private Client team. 

There have been additional introductions made to the Asian teams to leverage the expansion plans of a number of the client’s underlying portfolio company investments.

Type of client

Privately owned business backed by a group of ultra-successful and strategic high net worth entrepreneurs.

Client objectives

The client is a unique Venture Capital investment firm funded by a group of successful and strategic high net worth entrepreneurs. They have one of the keenest eyes in tech and are focused on backing emerging technologies across several industry verticals. Leveraging their exclusive LP network to help their companies and to create opportunities. 

The client is flexible in their approach to deals and concentrate on building long term partnerships, looking for innovative companies with sustainable business models, working with them, and their extensive networks, to unlock their future growth.

Our solution

The client wanted to bring all of their outsourced administration provision under one roof as they positioned themselves for the future growth of the wider structure. Hawksford were able to transition all of the structures seamlessly and provide the full suite of administration services required, reducing the stress and administrative burden; allowing the client to focus on what mattered to them and the evolution of their business. 

Services provided

Full suite of administration services:

Type of structure

  • JPFs and Private Companies primarily. 
  • Predominantly a common shareholder/investor base.

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