Hundle

Based in Mayfair, Hundle is a premier multi-family office catering to ultra-high-net-worth families and entrepreneurs interested in preserving, enhancing and transferring wealth across multiple generations.

With our roots in the US Family Office space, we have developed a client-centric approach, sitting alongside our clients to bring institutional quality to investment management and wealth planning. We provide a highly bespoke service delivered through our 1:1 staff to client ratio evidencing the truly distinctive, focussed Multi-Single Family Office experienced we have curated. 

Our clients look to us to simplify their financial affairs. Our skill and technical expertise are applied across investment management, tax, and intra-generational wealth planning, as well as cross-border matters. We pride ourselves for standing out as a trusted and reliable adviser – a reputation we have built through our independent, conflict-free and objective approach. 

The services we offer have been shaped by the needs of our clients. From day one, we recognised the value of providing holistic and personalised advice across investment management, wealth structuring and corporate finance. This is the foundation of our Constant Adviser Philosophy i.e. being able to provide comprehensive multi-disciplined advice on an ongoing basis. By building expertise across these disciplines, we are able to support our clients at every stage of their lives.  

Our services: 

1. Investment Management – We construct tailored investment portfolios for each and every client, covering both liquid and illiquid investment opportunities. Our investment team has decades of experience working in senior roles at some of the largest institutional asset managers in the world. We have successfully safeguarded and grown our clients’ wealth through many market cycles and have a strong track record of navigating volatile periods 

2. Wealth Structuring – Wealth planning and structuring is at the heart of our Constant Adviser approach. Our clients benefit from a team of wealth planning specialists with deep, multi-jurisdictional technical expertise. We advise and manage global tax residence positions, and design and establish global asset-holding structures to suit clients’ individual objectives and balance sheets. We focus on maximising clients’ net of tax investment returns, something that may easily be overlooked but can materially impact net returns. 

3. Corporate Finance – We have built a first-class corporate finance offering in response to strong demand from our clients. Our experienced in-house advisers work with specialist corporate finance partners to deliver a unique end-to-end deal solution. This collaborative approach offers our clients access to a global network of capital providers. Our corporate finance clients can also utilise the expertise of our Wealth Structuring and Investment Management teams pre- and post-transaction. We have successfully originated, structured and led a diverse range of transactions using this Open Architecture solution. 

In addition, we work closely with our clients to co-ordinate all related advisers and wider financial matters, thereby ensuring all advice is fully integrated and takes account of our clients’ total balance sheet and objectives in an ever evolving landscape. We work collegiately with our client’s advisers, including lawyers, accountants and bankers. Where clients need additional advice, we look for opportunities to make well considered introductions to our network. 

We are an independent business, owned by the management team in London. We do not represent banks, asset managers or product providers. We are conflict free, identifying the products and opportunities that are in the best interests of the client and their goals. 

We understand that delivering world-class client service requires a world-class team. We have carefully crafted a group of industry experts to bring an institutional thought process to our services. The team at Hundle is made up of industry experts, who have performed at senior levels at firms such as Goldman Sachs, JP Morgan, Kleinwort Hambros, Deloitte, Barclays and Ruffer. Each member of the team brings a breadth and depth of experience, as we’ve built the firm, ‘brick by brick’ to solve the needs and objectives of the clients we advise.