1. business and industrial

Enabling Business.
Protecting Assets.
Growing Capital.
Welcome
Founded in 2002 and privately held, we have
a novel business approach and an unrivalled
range of services.
Building highly valued, long-term relationships with
individuals, corporates, institutions and governments,
we offer strategic advice and specialist know-how
through our four divisions: Investment & Advisory –
which comprises direct investment opportunities and
corporate advisory services, Business Intelligence
& Investigations, Risk Services and Private Office.
We understand that business and personal
decisions are rarely made in isolation so our Private
Office plays a key role in bringing these different
aspects together.
Our focus is to help our clients enable their business,
protect their assets and to grow their capital.
Martin Bellamy
Founder and CEO
Private Office
Our Private Office is designed to help manage busy
lives with increasingly complex needs. Our dedicated
Private Client Services include Education
Advisory, Lifestyle Management, Property
Services, Marine and personal and cyber Security
Services. These are delivered in-house by our
team of specialists so you always get the latest
advice from someone who has a lasting interest in
understanding your broader circumstances.
As a cornerstone of this offering we have an
award-winning international Trust and Fiduciary
team. This enables us to support long-term goals
such as wealth preservation and succession planning,
as well as provide day-to-day administration.
The third element of our Private Office is the ability
to integrate these services with the wider Salamanca
Group capabilities and expertise. All are personally
tailored to match your needs so that you benefit
from institutional quality without compromising on
individual service.
06 Private Office
How we work with you
Our services can be delivered independently
or as part of an integrated family office solution.
We work closely with you and your family to build
a relationship over time, offering practical guidance
and assistance along the way. This may be while
you are going through a particular event, such as
relocating to the UK, or simply requiring day-to-day
support for yourself and your family.
In an increasingly complex tax, legal and regulatory
environment, we recognise the benefit of working as
part of a wider team. We regularly partner with the
world’s leading tax and legal advisors to implement
tailored, multi-jurisdictional solutions. Where financial
advice and investment management is required,
we leverage our global network of carefully chosen
financial institutions and independent advisors.
Our clients come from around the world and
include entrepreneurs, CEOs, celebrities, sports
professionals, family members of all generations,
as well as established family offices. What they all
have in common is a desire to lead a lifestyle that
is secure and professionally managed with efficiency
and discretion.
Private Office 07
Private Client
Services
Education Advisory
Lifestyle Management
Marine
Property Services
Security Services
We ensure our clients lead a
lifestyle that is secure and managed
with efficiency and discretion
Education Advisory
We provide expert
advice to ensure your
child’s academic future
is in the best hands
Our in-house education team work to
effectively manage relationships with families
and educational stakeholders including
registrars, head teachers and bursars.
We provide a full continuum of services to address
children’s ever-evolving education needs, from first
steps and nursery education, to university education
and first job.
We are flexible and offer any or all of the following
as required:
Initial Consultation
We meet with you as a family to understand your
aspirations, needs and priorities. We then start the
process of selecting the correct education setting
for your child or children that suits your lifestyle
and business requirements.
Academic Assessment
Our detailed academic assessment enables us to
identify any gaps in curriculum or knowledge and
then select an appropriate school or university.
Private Tuition
We have an extensive database of approved private
tutors, many of them Oxbridge graduates, with the
highest calibre of subject expertise. These can be
used to address any immediate knowledge gaps or
provide additional ongoing support.
12 Education Advisory
School Selection, Visits & Administration
Following an academic assessment and tutoring,
we shortlist appropriate schools that are the best
possible match for your child. We accompany you
to the selected schools and make introductions to
the school and appropriate staff. Once selected,
our ongoing administration service includes fee
payments and uniform purchase.
University Consultancy
We advise on the most appropriate university
courses according to individual needs and assist with
the drafting and review of the personal statement
to support applications. We offer accompanied
visits to universities where required to objectively
appraise the facilities, curricular and extra-curricular
experiences on offer.
Cultural Immersion Programmes
Tailor-made cultural immersion and orientation
programmes are available for individuals and families
who are new to the UK. These are ideal for gaining
experience of cultural events, British traditions and
customs, and for visiting places of historical value
and public interest.
Careers Advice & Mentorship
We provide individual support with finding and
recommending CV-building events and support
with tailored careers advice to ensure children gain
invaluable experience and a competitive edge prior
to entering the job market.
Education Advisory 13
Lifestyle
Management
We build a relationship with you to understand
your needs and preferences so that we can
manage your personal and family lifestyle
requirements.
Tailored services include:
Lifestyle
We offer access to the most exclusive events in the
social and sporting calendar, from last-minute table
reservations and recommendations to entry at the
most sought-after private members’ clubs. Using
our exceptional relationships with luxury brands, we
source and assist with acquisitions of fine wine, art,
cars, jewellery, watches and other luxury goods.
Staff Sourcing & Training
We take care of all your household staff requirements
from interviewing and short-listing candidates
to ensuring they are fully trained, as well as
providing ongoing support with contract and payroll
management. We cater for both short and long-term
placements from sourcing a live-in nanny to a
month-long holiday chef.
Relocation
We manage and facilitate every aspect of a family
relocation, including domestic and international
removals and shipping, home set-up administration
through to informed orientation guides. Working with
our colleagues we can align this with property search
services as well as school sourcing and placement.
Luxury Travel
We organise private charters of superyachts, jets
and helicopters alongside assisting with fast-track VIP
airport services. We also create luxury, tailor-made
travel experiences from a last-minute getaway to
a once-in-a-lifetime experience.
Event Management
Our dedicated team provide inspiration and
execute events ranging from children’s birthday
parties to intimate dinner parties and large-scale
special occasions.
16 Lifestyle Management
We take care of your lifestyle
needs and deliver services
that exceed expectations
Lifestyle Management 17
Marine
Providing adventure, privacy and style,
owning a superyacht is becoming increasingly
desirable. It can, however, be a complex and
confusing world to enter for the uninitiated.
We are here to give advice and support
throughout the process, whether you are
a prospective or existing owner.
The Group’s investment in Marina Port Vell in
Barcelona, Europe’s most exciting new superyacht
marina, gives us a unique insight into the superyacht
and broader marine industry. Marina Port Vell sits
against the backdrop of one of the most vibrant cities
in Europe and offers the highest standard of service
and security for guests and their yachts. Within
easy sailing distance of the south of France and
Ibiza, Marina Port Vell’s 151 fully serviced berths for
motor and sailing yachts up to 190 metres are a rare
commodity in the Mediterranean.
We help to navigate the
challenges of acquiring and
owning a superyacht so you
can simply relax and enjoy it
Our marine services are delivered through OneOcean
Ventures. We offer consultative advice across the
entire spectrum of the yachting world, working in
collaboration with owners and potential owners to
help find the perfect vessel to complement your
lifestyle or desired charter experience.
20 Marine
Marine 21
Property Services
For most families, property is a significant
investment but it can mean much more
than this when it is also your home.
In recognition of this, we offer a full
range of property services through the
ownership lifecycle, using our knowledge
and experience of the property market
and ensuring the highest level of
professionalism and attention to detail.
Working closely with owners, trustees and
agents, we provide a range of services to
cater for each individual need:
Property Management
With decades of experience at the top of
the industry, we guarantee that investment
properties are managed expertly with the
highest level of care towards owners and
occupiers alike. Full management of individual
properties or portfolios is reinforced with
consolidated reporting allowing you a clear
view of income and capital growth.
Residence Management
We take pride in understanding the intricate
and personal needs that go into making a family
home. From security checks while away from
home for long periods through to maintenance
and emergency repairs, we give you confidence
that your home is safe and being looked after
to the highest possible standards.
24 Property Services
Acquisitions
We accompany you through the journey whether
you are relocating to the UK for the first time,
buying a new home or looking for a good investment
opportunity to add to your portfolio, leveraging our
network of first class buying agents.
Sales
Using our knowledge and influence in the market,
we help you to identify the most appropriate
method of sale and route to market, managing
the process and external parties from start to
successful completion.
Insurance
Our reach across the property market allows us to
support clients with their insurance requirements,
working with our approved brokers to mitigate risk
and provide peace of mind.
We look after your
property when you are
at home or abroad to
ensure it works for you
Property Services 25
Security Services
We offer a range of security
services to enable your
personal and business
lifestyle in the safest
environment possible
With security at the heart of family life for
many clients, we consider a range of risk
areas to design the most appropriate security
strategies for your specific needs that enable
you to live the life you want.
We provide five core services:
Security & Lifestyle Review
We assess the threats to you and your family,
whether these are physical or cyber in nature,
providing a solid foundation for your security.
Thereafter, we can monitor and manage your
physical and cyber security on an ongoing basis,
enabling you to react appropriately to any
changes in your personal situation.
Close Protection
In high-profile or high-threat situations, our
experienced Close Protection Officers discreetly
assist you to live your life as normal. We recognise
that privacy is a crucial facet of family life and
our approach is to work with you to ensure a
comprehensive service.
Crisis & Reputation Management
We create crisis management plans for you and
your advisors in advance of any possible personal
or family crisis, from a property break-in to a
sudden death in the family, or even a kidnapping.
Our team are on hand to provide comprehensive,
rapid and effective assistance, advice and
guidance should a crisis arise.
Cyber Security
Technology plays a vital role in our personal and
professional lives. While it introduces real benefits,
the fast rise in targeted attacks against individuals
means it is critical that steps are taken to secure
your IT environment and online reputation. Our
Cyber Security team comprise leading and certified
experts who use tried-and-tested methodologies to
support private clients. From security cyber reviews
to breach response, we have unique insight into
protecting individuals and families online.
Surveillance & Bug Sweeps
Our experienced surveillance teams conduct covert
surveillance tasks in support of dispute and litigation
matters, such as family disputes, fraud claims,
locating individuals and assisting with the service of
papers. Often working in conjunction, our Technical
Surveillance Counter Measure Inspection (bug
sweep) team ‘sweep’ private residences, vehicles,
phones, laptops and office buildings to ensure
privacy and information security.
These core capabilities are enhanced by:
Security awareness and first aid courses
24/7 hotline to our operations room
High-speed and extreme environment driver training
Online reputation management
Kidnap for ransom and other contingency planning
Location tracking for individuals and assets
28 Security Services
Security Services 29
Trust & Fiduciary
We protect and
administer your
wealth for peace of
mind and the benefit
of future generations
We provide a comprehensive trustee, fiduciary
and corporate service. We establish new
bespoke structures and take over the running
and administration of existing ones.
Having worked hard to acquire your assets, taking
the next step and structuring them properly can help
to achieve the following:
Estate and succession planning
Support and administration of complex assets
and investments
Facilitating cross-border investment
Consolidated reporting
Multi-jurisdictional regulatory and tax compliance
Asset protection
Confidentiality in business and personal dealings
Next generation advice and support
Tax optimisation
Risk management
Wealth management selection, monitoring and
cost optimisation
Reporting and consolidation of multiple assets classes
Corporate and family governance
Art management
Philanthropy
32 Trust & Fiduciary
Trust & Fiduciary 33
When structuring your assets, whether through
a trust company or simply through the use of
professional administration services, you are
also establishing a long-term relationship.
This relationship is at the heart of everything
we do with you, your family and other advisors.
We have experience holding and managing a variety
of assets including:
Thanks to our Trust & Fiduciary business having been
in existence for more than 40 years and the hereditary
nature of many of our structures, we have extensive
experience of working with the second and even third
generations of a family. The benefit of these longterm interactions and our deep level of involvement
is our ability to understand the bigger picture and act
proactively in anticipation of your needs.
Residential real estate
We offer an array of structures including trusts,
private trust companies, foundations, partnerships,
companies, family offices and escrow arrangements.
Such structures are designed and implemented with
your lawyers and accountants so that it is bespoke
and suits the needs of your family.
Investment portfolios
Commercial real estate and development projects
Private company shares
Private equity investments
Intellectual property
Yachts
Artwork and antiques
Bloodstock
Once the structure is established, we take care of all
the day-to-day administration of the assets it holds,
managing sales, acquisitions and other transactions
relating to them, as well as sitting on the boards
of any companies in the structure. We can then
provide a consolidated picture of your assets and
their performance. Alongside this, we use our skills
and expertise to help to plan and implement both the
short-term and long-term goals and aspirations these
structures were designed to achieve for your family.
34 Trust & Fiduciary
Trust & Fiduciary 35
The wider
Salamanca Group
Doing business in the twenty first century is
becoming increasingly challenging, particularly
since the 2008 financial crisis. The availability
of financing is more limited, the burden of
compliance and regulation has increased while
the threats they are designed to protect against
have become more complex and sophisticated.
At Salamanca Group, we have been partnering with
companies and institutions for more than a decade
to provide support and assistance in exactly these
circumstances. These services are equally important
for private individuals and family offices, although
the needs can vary greatly in each case and therefore
services need careful tailoring to ensure they address
the family’s specific requirements.
Our Private Office leverages the scale,
experience and expertise of the wider Group
in order to provide:
Corporate Advice on acquiring, financing,
restructuring, diversifying or exiting your business.
Real Estate Advice on acquiring, organising,
managing and realising real estate development
projects and commercial property investments.
Business Intelligence & Investigations
to conduct client, counterparty or employee
due diligence, political risk assessments and
discreet investigations.
Risk Services to help you assess a wide range
of physical and security risks and plan how to
protect your people, property, information,
reputation and share value.
We know that many individuals and family offices
are always searching for unique and interesting
direct investment opportunities. We use our
local office network and other relationships to
identify compelling off-market opportunities
in sectors such as real estate, heavy industry,
infrastructure, energy and natural resources,
clean technology, maritime and logistics firms.
We can present these opportunities to our clients
so they have the opportunity to deploy capital
alongside ours.
38 The wider Salamanca Group
The wider Salamanca Group 39
Who are we?
Catherine Grum
Head of Private Office
[email protected]
+44 (0)20 3597 7547
40 The wider Salamanca Group
Xavier Isaac
Philip Kaye
Head of Trust & Fiduciary
Head of Private Client Services
[email protected]
+41 (0)22 807 2050
[email protected]
+44 (0)20 7495 9157
Who are we? 41
Gabrielle Villani
Francesca Allen
Paul Douglas
Steve Whitley
Head of Education Advisory
Head of Lifestyle Management
Managing Director,
Trust & Fiduciary Jersey
Managing Director,
Trust & Fiduciary Mauritius
[email protected]
+44 (0)20 3597 7544
[email protected]
+44 (0)20 7495 9159
[email protected]
+44 (0)1534 512553
[email protected]
+230 403 0434
Craig Hallam
Ben Ashwell
Michael Giraud
Luc Khaldoun
Head of Property Services
Head of Security Services
Head of New Business
Development, Trust & Fiduciary
Head of OneOcean
Client Advisory
[email protected]
+44 (0)20 3597 7541
[email protected]
+44 (0)20 3597 7528
[email protected]
+44 (0)1534 512588
[email protected]
+33 640 613 489
42 Who are we?
Who are we? 43
Global presence
Our local office network
and retained consultants
are core to our global
offering; moreover our
clients can be safe in the
knowledge that our team
will go wherever required.
44 Global presence
Global presence 45
Important notice
This document is distributed by
Salamanca Group and is intended to
provide an overview of some of the
services offered by it. Salamanca Group
is the trading name for Salamanca Group
Holdings (UK) Ltd, its subsidiaries,
affiliated and associated companies.
One of those is Salamanca Capital
Partners LLP (“SCP”), the principal
regulated entity which is authorised
by the UK Financial Conduct Authority.
Neither SCP nor its appointed
representatives are regulated as a
bank and they are not authorised to
carry on traditional banking activities
such as accepting deposits or holding
client money. SCP and its appointed
representatives conduct investment
business with Professional Clients only.
Salamanca Group®
© Salamanca Group Holdings (UK) Ltd 2015
The Salamanca Group’s Trust and Fiduciary companies include:
Salamanca Group Trust (Jersey) Ltd, regulated by the Jersey Financial
Services Commission, registered number 58347, registered office One
The Esplanade, St Helier, Jersey, JE2 3QA, Channel Islands;
Salamanca Group Trust (Switzerland) SA, regulated by the Association
Romande des Intermédiaires Financiers and a member of the Swiss
Association of Trust Companies, registered office 1 Rue du Pré-de-laBichette, P.O. Box 1744, 1211 Geneva 1, Switzerland;
Salamanca Group Trust (Mauritius) Ltd, regulated by the Mauritius Financial
Services Commission, registered address Level 8C, Cyber Tower II, Ebene
Cyber City, Mauritius.
46 Important notice
London
Geneva
8th Floor
50 Berkeley Street
London
W1J 8HA
United Kingdom
1 Rue du Pré-de-la-Bichette
P.O.Box 1744
1211 Geneva 1
Switzerland
Tel: +44 (0)20 7495 7070
Tel: +41 22 807 2000
Jersey
Mauritius
One The Esplanade
St Helier
Jersey
JE2 3QA
Channel Islands
Level 8C Cyber Tower II
Ebene Cyber City
Mauritius
Tel: +44 (0)1534 512 512
Tel: +230 403 0400
Cape Town
8th Floor Convention Tower
Cnr of Heerengracht &
Walter Sisulu Avenue
Foreshore
Cape Town, 8001
South Africa
Tel: +27 213 009 870
Salamanca Group
www.salamanca-group.com
[email protected]