Understanding your objectives and building on them
We provide a highly personalised approach to asset allocation. The process starts with an extensive assessment of your current circumstances, your financial goals & objectives and preference towards risk. This forms the basis of our bespoke portfolio construction and sets the parameters in which we manage your risk tolerance with the view to maximizing returns.
Bespoke Solutions: Challenging environments often require creative thinking and solutions. We do not lose sight of the importance of investing in real businesses which generate dependable cash-flows. In this respect we seek out liquid alternative strategies which exhibit low correlation and volatility relative to traditional asset classes. We undertake rigorous screening to ensure only the best solutions are selected for you.
Tactical Allocation: We believe that active risk management is the core of mitigating portfolio risk and volatility. New ideas are individually stressed and assessed on the basis of incremental risk.
Our experienced Investment Committee plays an important part in generating these opportunities and is complemented by our extensive network of best-in-class partners.
Making the markets work for you
Drawing on strong relationships with leading financial and non-financial institutions, our open architecture allows us to work alongside different counter-parties to provide the most optimal solution for our client's needs.
We pride ourselves on being able to provide a best-in-class Corporate Finance solution for the most complex of transactions, in order to help our clients achieve their objectives.
Our services include:
Assisting clients in identifying innovative sources of capital. These range from Financial Institutions to non-Financial Institutions, Private Equity, Insurance Companies and Sovereign Wealth Funds, as well as other pockets of liquidity.
Assisting clients with Equity and Debt structuring.
Advising on divestiture, via both public and private platforms.
MERLIN POWERED BY HALKIN
Client Money Accounts
To meet with the requirements of our clientele and in line with the digital evolution, Halkin provides a first class platform to Individual and Corporate clients through the establishment of Client Investment Accounts via one of the most innovative and regulated custody solution in the marketplace.
Only available to Qualified Professional Clients with Portfolio’s in excess of USD 5 mln (or currency equivalent) this full custody dynamic platform offers a truly efficient, compliant, competitive and cost-effective investment management service. Its comprehensive reporting ability guarantees full transparency and comfort that our clients Investment Objectives and Risk are being managed accordingly by our experienced and dedicated Investment Team.
Industry expertise, calibrated to your needs
As a sophisticated Multi-Family office, Halkin offers a recognized advisory service for the acquisition and disposal of real estate by independently sourcing off-market assets primarily in Europe in retail, offices, residential, and hospitality sectors as well as Development Projects and Real Estate Private Equity.
Thanks to its disciplined process Halkin has a solid pipeline of deals ranging from £10mio up to over £1bn and make it one its priorities to have all the structures in place to have quality deal flows and help its clients to find the right property.
We also provide assistance to our clients in financially structuring transactions, including advice on Senior and Mezzanine debt borrowings through our solid network of larger institutions. When required, Halkin also uses its strong network to introduce the best-experienced external Asset Managers to its real estate professional investors to help them maximise their investments.
Discretion, humility, dedication, loyalty and professionalism are the hallmarks of a service that has earned Halkin its reputation but more importantly, the trust of its clients. As an independent Multi-Family Office, Halkin's personalised approach and enhanced offer enable wealthy individuals and families to meet their varied financial needs, receive a service that exceed expectations, navigate through the growing investments and regulatory complex challenges and to benefit from a greater control over their wealth.
In these constantly changing and challenging environments and to ensure a lasting legacy, Halkin has developed increasingly sophisticated value-added services that are entirely tailor-made. As a dedicated Multi-Family Office we are aware that the responsibilities are very high and require the right carefully selected teams to flourish the trust of our clients and to achieve this level of competence. The same responsibilities apply to the services that are outsourced by choosing the very right third-party providers.
Halkin Real Estate provides bespoke advisory services, capital raising and financial structuring targeting Residential Developers for projects based in suburbs of London with good transport links with Central London.
Our business connects High Net Worth and Institutional investors with reputable developers with long standing track record for delivery quality and commanding premium pricing. We let investors choose projects based on the size, return, timeframe and risk criteria which matches their profile and return criteria.
For more information please visit our website.