Private Wealth & UHNW
Individualmandates.
Highly individualised investment management for ultra-high-net-worth individuals and families, with access to the origination the institution runs for itself.
The Division
The private wealth division is deliberately small, because access is the product.
A private client relationship at IGUAKO is not a distribution channel for someone else's funds. It is a route into the same origination the institution uses for its own balance sheet: private equity positions, structured credit, and transactions in specialised markets that are not offered publicly.
That access carries obligations in both directions. Mandates are accepted where the firm can be genuinely useful, and declined where a conventional manager would serve the client better and more cheaply.
Services
What a mandate covers.
Discretionary & advisory mandates
Written individually against the client's liquidity needs, tax position and tolerance for illiquidity, rather than fitted to a model portfolio.
Capital preservation
For most principals the binding constraint is not return but the permanent impairment of capital. Mandates are constructed against that constraint first.
Private-market access
Clients of the division are offered participation in the institution's own originated transactions where the structure and eligibility rules permit.
Concentrated positions & liquidity
Management of single-stock and founder concentration, staged liquidity, and financing against holdings that should not be sold.
Estate, succession & cross-border
Coordination with the client's legal and tax advisers across jurisdictions, including trust, holding and residency structures.
Consolidated reporting
A single view across IGUAKO mandates and external managers, reported on the client's terms rather than the industry's.
Eligibility
A relationship,not a product.
Services are offered only to professional, accredited or otherwise eligible investors in jurisdictions where such an offer is lawful. Several of the strategies described involve illiquidity, leverage and the risk of total loss of capital, and are unsuitable for most investors.
Introductions are typically made through existing clients, counterparties or advisers. Direct enquiries are read.