Wealth Management

Conserving the past whilst cultivating the future

Wealth Management

Conserving the past whilst cultivating the future

Our strong income generating core business allows the group to explore new ventures and operations which has led to our dramatic increase in funds under management within the financial market sectors.

Our highly skilled team, lean management style and robust balance sheet with capital ready for deployment, is key to our entrepreneurial and dynamic approach to investing. Our in-house team is equipped with real estate, financial, and legal expertise, and we have a substantial network within the industries and geographic sectors our core business operates within.

Key Investment Criteria

Asset Backed

Predictable Cashflow

Inflation Protected

Whether acting as proprietors, participating in a joint venture or investing as part of a syndicate, our experience and skill base is primed for adding value and seeking out the best angles to achieve an optimal collective return.  We are proud of our strong reputation amongst our peers, partners and financiers.

Folkes seeks partnership or financing opportunities, including mezzanine finance, venture capital or equity participation, within the UK, Europe and South Africa.  We are particularly interested in asset-backed investments, particularly in the sectors we have a wealth of expertise in, particularly real estate.

Folkes is open to discussing opportunities with potential partners who are seeking a general partner to provide both capital and intellect to their project. Investment parameters include; quantum range of £1m to £10m, asset backed with predictable returns and inflation protected, familiar geographies such as the UK, Channel Islands, South Africa and Europe.  Please get in touch if you have a partner requirement for your project and would like to discuss further.

We seek to participate in investment opportunities
with a funding gap of up to £10m