Investment Themes

With regulation in the financial services industry becoming more complex and costly (especially for the large incumbent players), there are significant opportunities for organisations to develop a sustainable competitive advantage through specialist offerings that put the customer at the heart of what they do.

We combine industry expertise with entrepreneurial management teams and an institutional approach to risk and compliance. Achievement of regulatory excellence and outstanding people values are key differentiators for the companies that we back

Technological innovation and changing customer behaviours create opportunities for new entrants to gain market share as incumbents simplify their business models. We seek to combine the traditional value of customer service with modern delivery methods.

Now more than ever companies must put customers at the heart of their business.

The spectrum of opportunities for challengers to compete is wide. Our team is organised to maximise opportunities across four verticals:

  • Lending
  • Support Services
  • Investment
  • General Insurance