Partners Capital is a leading private investment office based in London, Boston and Hong Kong, serving investment professionals, endowments, foundations and high net-worth families globally by providing wholly independent advice on asset allocation and access to what it believes to be best-of-breed asset managers across all asset classes and geographic markets. This access is strongly enhanced by the quality of the Company's community of shareholders and clients, most of whom are veteran investors themselves in specialist sectors around the world.
The firm was founded in 2001 by investment professionals seeking an independent and conflict free adviser to provide portfolio construction advice and rigorous analysis of investment opportunities. From its initial focus as the "money managers to the money managers" with a base of 70 clients, Partners Capital has grown to become an adviser to endowments and foundations as well as prominent family offices and successful entrepreneurs across the US, UK, Europe and Asia. Endowments have become a large proportion of the institutional client base which now includes 12 Oxford and Cambridge Colleges and many of the most highly respected museums and charitable foundations.
Among Partners Capital services are bespoke, outsourced investment solutions for endowments & foundations and tax-efficient and tax-deferred investment strategies for taxable private clients. For endowments and foundations Partners Capital advises both entire portfolios as well as separate specialty strategies, such as Asian or Private Equity investing.
Partners Capital deploys an investment philosophy that embraces many of the powerful diversification benefits of the "endowment model" of investing, but with a more dynamic approach to asset allocation which seeks to clearly delineate between performance to be derived from market factors as opposed to the skill of individual managers.
Today, with over $8.5bn in assets advised, Partners Capital's clients comprise an approximately equal mix of private individuals and institutional clients. All of our clients, however, tend to be among the most sophisticated investors in the world with a sound understanding of investment principles with experience across all asset classes.