Reimagining Origination
for Wealth and
Private Capital.
A boutique origination firm for the private capital ecosystem. We build and operate the sourcing infrastructure that connects wealth managers, private banks and family offices with qualified HNWI and UHNWI prospects, institutional allocators and strategic counterparties.
Select institutions our team has worked with
The Referral Ceiling.
Most private capital firms were built on proprietary relationships. A well-placed introduction from a trusted intermediary, an existing client referral, a reputation that attracted AUM without active sourcing.
That model delivered. Until the market shifted beneath it.
Today, firms that rely exclusively on referral-based origination face a structural problem. Key introducers retire. Client books mature. The next generation of HNWI and UHNWI capital is being captured by firms with dedicated origination infrastructure—not necessarily better track records.
Net new AUM growth increasingly favours firms with systematic coverage over firms with passive distribution.
The advisory is not the bottleneck. The pipeline is.
We operate dedicated origination infrastructure for firms in the private capital ecosystem.
Our mandate is precise: identify, engage and qualify prospects that match our clients' target profiles—whether that means HNWI individuals with investable assets above a defined threshold, UHNWI families seeking multi-generational advisory, institutional allocators reviewing new GP relationships, or corporate principals exploring strategic liquidity events.
We do not provide advisory services. We do not manage assets. We build and operate the sourcing layer that ensures our clients are consistently positioned in front of the right counterparties.
This is not lead generation. This is institutional-grade deal origination built exclusively for private capital.
How We Work.
Mandate Definition
We define the engagement parameters alongside your team. Target profiles, minimum asset thresholds, geography, sector exposure, investable capital ranges, liquidity event signals. Every campaign is underwritten by a precise mandate, not a generic persona.
Infrastructure Build
We construct a proprietary sourcing system calibrated to your firm’s positioning. Custom prospect identification across verified databases, corporate registries and ownership structures. Outreach architecture designed to meet the communication standards expected in private capital—measured, discreet, principal-to-principal in tone.
Active Origination
We operate the system on a continuous basis. Your firm receives a consistent flow of qualified, pre-vetted introductions—principals, families and institutions that match your mandate and have expressed genuine interest in a conversation. Every introduction is documented with relevant context: estimated AUM, source of wealth, advisory needs identified, and engagement notes.
Performance & Calibration
We report weekly on pipeline performance. Response rates by segment. Conversion by prospect profile. Mandate-to-meeting ratios. The system is recalibrated continuously—your coverage sharpens with every cycle. Origination becomes more efficient over time, not less.
Built for Private Capital.
Independent Wealth Managers & Advisors
Firms managing HNWI and UHNWI portfolios that have reached the natural ceiling of referral-based growth. We provide systematic access to qualified prospects with investable assets aligned to your minimum AUM thresholds, without compromising the discretion your clients expect.
Private Banks
Boutique and mid-tier private banking institutions seeking to expand client coverage across European and international markets. We build dedicated origination channels that source HNWI and UHNWI individuals and corporate principals, with the confidentiality standards your compliance framework requires.
Family Offices
Single and multi-family offices seeking to source co-investment opportunities, direct deal flow or strategic counterparties. We provide structured outreach to qualified GPs, asset managers, operating companies and fellow principals—turning opportunistic deal flow into a systematic, repeatable process.
Capital Markets & Advisory Firms
Fund managers, capital raising platforms and placement agents seeking systematic access to institutional allocators, qualified LPs, and HNWI investors. We build origination infrastructure that supports fundraising, capital introductions and distribution—across private equity, private credit, real assets and alternative strategies.
Why Firms Choose Us.
Private Capital Fluency
Our team operates from direct experience in capital raising, investment banking and institutional advisory. We understand the difference between a €2M AUM prospect and a €20M one—not just in net worth, but in advisory expectations, fee sensitivity, decision-making patterns and onboarding complexity. This is not marketing capability applied to finance. This is capital markets expertise applied to origination.
Discretion as Operating Principle
Every engagement is governed by strict confidentiality. No public attribution without written consent. No visible third-party branding on outreach materials. All prospect communication is conducted under your firm’s positioning. Your reputation is the primary asset in this business—we treat it accordingly.
Operational, Not Advisory
We do not deliver pitch decks, strategy documents or recommendations. We build infrastructure, we deploy outreach, we operate the system, we deliver qualified introductions with full documentation. Your team focuses on what drives AUM—advisory, portfolio construction and client management. We handle everything upstream.
Francophone Coverage. Global Origination Capability.
We operate natively across France, Switzerland, Belgium and Luxembourg—the four principal francophone private capital centres. Our infrastructure also supports origination across the United States, the United Kingdom, Germany and the Middle East, allowing your firm to access HNWI and UHNWI prospects across jurisdictions without building local presence.
Our Firm.
We are a dedicated origination firm serving the private capital ecosystem across Europe and the francophone wealth management markets.
Our team brings direct, senior-level experience across capital raising, investment banking, wealth advisory and institutional distribution, having worked with and within firms ranging from independent wealth managers to global banking institutions with combined AUM in the hundreds of billions.
We built this firm on a structural observation: the private capital industry is defined by exceptional advisory talent operating without any systematic origination capability. The largest private banks and wirehouses invest eight figures annually in business development, marketing infrastructure and client acquisition. Independent wealth managers, boutique private banks and growing family offices compete for the same HNWI and UHNWI clients with nothing but their network and their track record.
We exist to close that asymmetry.
Origination Across Jurisdictions.
New York
Americas
London
EMEA
Paris
EMEA
Zurich
EMEA
Dubai
Middle East
Singapore
Asia Pacific
Discuss Your
Origination Mandate.
Every engagement begins with a confidential conversation. We discuss your firm's positioning, your target client profile, current AUM objectives and whether our origination infrastructure is the appropriate fit.
No pitch decks. No obligations. A direct, principal-level conversation.