Febe
Single family office fuels the family's UK journey
Services Provided
Family Office
Investment Management
Corporate Services
Residency Planning
Client Background
Febe is in her late 40s. Recently she received net proceeds in excess of £100 millions after she and her business partner sold their company in Hong Kong. She decided to relocate to the UK with her husband and 2 teenage daughters due to the high quality of life, excellent educational system and established legal framework. Feeling that a full retirement is not yet on the horizon, Febe is interested in investing a portion of her newfound wealth into local businesses in the UK, while strategically preserving the remaining funds for succession planning. Unfamiliar with the UK financial system, Febe approached Oakcean Capital seeking advice on how to navigate and achieve her goals.
Client’s Goals
Identify suitable local businesses for investment which leverage her expertise.
Establish a robust investment portfolio with a medium to long-term strategy.
Secure UK residency for the family.
Our Tailored Solutions
Designed a Single Family Office (SFO) structure which manages Febe’s investment portfolio and local business ventures while addressing residency requirements, which includes:
Guidance on setting up a UK company from registration, business plan, to registration with HMRC and business bank account opening.
Search for and conduct due diligence on local private businesses that meet Febe’s requirements.
Based on her risk profile and the need for wealth preservation, we invested the remainder of the family wealth in a multi-asset portfolio primarily consisting of liquid assets.
Worked alongside the family’s immigration advisor to acquire visa sponsorship license for the SFO.
Outcome
Febe’s whole family have now relocated to the UK and the daughters are now settled into the UK’s education system.
An independent UK business entity which enables Febe to have full control over her assets.
A number of potential projects that are aligned to Febe’s mandate have been presented for consideration.
Ongoing investment management of the liquid part of the family wealth, and regular updates on market outlook.
Through our week-long work experience programs, Febe’s daughters had the chance to experience what life is like in a Mayfair office.
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