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Enabling Business. Protecting Assets. Growing Capital.
Salamanca Group 03
Salamanca Group
We believe the true nature of Merchant Banking is the practice of developing bespoke, highly trusted and long term relationships with our clients to help them enable their business, protect their assets and grow their capital. Our model of Merchant Banking takes into account the risks inherent in today’s world and encapsulates various services to help manage those risks in a proactive way.
Our approach extends to our private, corporate and institutional clients, with whom we aim to build highly valued relationships.
We deliver our holistic framework through the following business units:
— Business Intelligence & Investigations— Corporate Advisory— Corporate Risk Services— Trust & Fiduciary — Private Client Services— Real Estate— Direct Investment
Salamanca Group integrates traditional Merchant Banking practices and values with sophisticated Operational Risk Management expertise. The Group has a distinct and compelling offering to help clients meet today’s challenges and opportunities.
Our Vision By combining the approach of pioneering merchant banks of the past with a modern day risk management overlay, we aim to become a global leader in the provision of services that enable business, protect assets and grow capital.
Our Values— Client First & Fair— Always Go the Extra Mile— Esprit de Corps— Ambassadors One & All— Integrity— Agility & Courage
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We discreetly ensure our clients lead secure, well-managed personal and business lifestyles, at home and abroad
Private Client Services
Core services include:
Relocation & Immigration Advisory
Security Services
Property Services
Education Advisory
Lifestyle Management
Specialist Expeditions
Marine
Trust & Fiduciary
The Private Client Services team provides dedicated advisory services to families and individuals globally. Our range of services ensures that our clients lead a lifestyle that is secure and managed with efficiency and discretion.
The team has worked with clients including members of the British Royal family, corporate CEOs, high and ultra-high net worth individuals and family offices, celebrities and sports professionals.
We offer a full cycle of services from immigration to luxury asset acquisition and security services, often working with clients looking to establish roots in the UK. We work closely with all clients to ensure they make the most suitable choices and that all family members and assets are secure.
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Relocation & Immigration Advisory
Our Private Client Services team is ideally placed to guide clients through the often complex immigration process for the UK, EU and other advantageous jurisdictions.
As part of our relocation and immigration offering, we facilitate residency and citizenship solutions by working with leading service providers, who deliver: — Administration associated with Certificate of Sponsorship (Work Permit) applications
— Co-ordinating visas for investors wishing to invest over £1 million into the UK economy
— Applications for British Citizenship
— Tier 1 (General) applications for highly skilled applicants
— Tier 4 (Child & General) student visas
We also manage and facilitate on a one-to-one basis every aspect of a family’s relocation. This includes: — Domestic and international removals and shipping
— Bespoke property search services and acquisition
— Schools sourcing and placement
— Home set-up administration and informed orientation guides
We give clients peace of mind through often complex relocation and immigration processes
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Security Services
We offer clients a range of security services to enable their personal and business lifestyles in the safest environment possible
With security at the heart of family life for many of our clients, we consider a range of risk areas to design the most appropriate security strategies for their specific needs.
We provide four core services:
Security & Lifestyle ReviewWe assess the threats to an individual and their family, providing a solid foundation for all Private Client services. This support is continuous and our clients’ properties are checked, monitored and protected permanently by the Salamanca Group 24/7 Operations Room.
Close ProtectionIn high profile or high-threat situations, our experienced Close Protection Officers discreetly assist clients in continuing their lives as normal. Our Close Protection Officers are all presentable and polite with a vast amount of experience in protecting clients, their families and their assets.
Crisis & Reputation ManagementWe create crisis management plans for our clients in advance of any possible personal or family crisis, from a property break-in to a sudden death in the family or a kidnapping. Our team provides comprehensive, rapid and effective assistance when crises do arise.
Surveillance & Bug SweepsOur highly experienced surveillance teams conduct covert surveillance tasks in support of dispute and litigation matters, such as family disputes, fraud claims, locating individuals and assisting with the service of papers. This is a service we are able to provide globally, though the majority of our work is within the United Kingdom. We also have a first class Technical Surveillance Counter Measure Inspection (bug sweep) team who ‘sweep’ private residences, vehicles, phones, laptops and office buildings. These core capabilities are enhanced by:
Security Awareness & First Aid Courses
Access to 24/7 Operations Room
High Speed & Extreme Environment Driver Training
Online Reputation Management
Kidnap for Ransom & other Contingency Planning
Access to 24/7 Operations Room
Technical Security Solutions
Tracking of Dependents & Assets
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Property Services
We expertly manage a full range of property services, ensuring the highest level of professionalism and attention to detail. Our diligence in all areas safeguards the financial performance of our clients’ assets and keeps them informed of options through the lifecycle of property ownership.
Working closely with owners, trustees and agents, we provide a range of services to cater for each individual need: AcquisitionsClients can feel safe in the knowledge that their desires will be met. We consistently surpass expectations when helping families to find a new home or when buying to order to add to an investment portfolio.
SalesUsing our knowledge and influence in the market, we act for our clients to instruct the most appropriate method of route to market and sale, managing the process for our clients from start to successful completion.
Property ManagementWith decades of experience at the very top of the industry, we guarantee that properties are managed expertly. Full management of individual properties or portfolios is reinforced with consolidated reporting, allowing clients to see the financial developments of interests, with the highest level of care towards owners and occupiers alike. InsuranceOur reach across the property market allows us to support clients with an infinite level of insurance requirements, striving to mitigate risk and providing peace of mind. Survey & Valuation We give absolute reassurance to clients through industry leading annual reports, management of refurbishments, builds or repairs as well as reliable commentary on the property market.
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Our diligence in all areas safeguards the financial performance of our clients assets and keeps them informed of options
Education Advisory
We provide clients with expert advice to ensure a child’s academic future is in the best hands
The in-house education team works to effectively manage relationships with families and educational stakeholders including registrars, headteachers and bursars. We provide a full continuum of services to address children’s ever-evolving education needs, from first steps and nursery education, to university education and first job.
We are flexible and offer any or all of the following as required: Initial ConsultationWe meet with the family to understand their aspirations, needs and priorities. We commence the process of selecting the correct education setting for the child as well as suiting the parent’s lifestyle and business requirements, for example, where they are living and working.
Academic AssessmentOur detailed academic assessment enables us to identify any gaps in the child’s knowledge and then select an appropriate school or university. Depending on the parents’ and child’s goals and with time permitting, there are tutoring options available to address the gaps and provide tailored intervention.
Private TuitionWe have an extensive database of approved private tutors, many of them Oxbridge graduates with the highest calibre of subject expertise.
School Selection, Visits & AdministrationFollowing the academic assessment and tutoring, we shortlist appropriate schools as the best possible match for the child. We accompany the family to the selected schools and make introductions to the school and appropriate staff. Once selected, our ongoing administration service includes fee payments and uniform purchase. University Consultancy We advise on the most appropriate university courses according to individual needs and we assist with the drafting and review of the personal statement to support applications. We offer accompanied visits to universities to objectively appraise the facilities, curricular and extra-curricular experiences on offer. Cultural Immersion ProgrammesTailor-made cultural immersion and orientation programmes are available for individuals and families who are new to the UK. These are ideal for gaining experience of cultural events, British traditions and customs and for visiting places of historical value and public interest.
Careers Advice & MentorshipWe provide individual support with finding and recommending CV building events and support with tailored careers advice. Children of our clients gain invaluable experience and a competitive edge prior to entering the job market.
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Lifestyle Management
We work on a one-to-one basis with clients to facilitate their lifestyle requirements. Tailored services include:
Lifestyle ManagementWe offer our clients unprecedented access to the most exclusive events in the social and sporting calendar. Additionally, we source bespoke items and experiences through our access to the best luxury brands.
Luxury TravelWe assist with high-value asset acquisition and management, including chartering private jets and superyachts. We create luxury tailor made travel experiences from a last minute getaway to a once in a lifetime experience.
Event ManagementOur dedicated team provides inspiration, plans, organises and delivers special occasions and events globally.
Home ManagementThis offering is built on scrupulous supplier selection to ensure clients’ homes are well maintained, comfortable and safe at all times. Services include key holding, cleaning, administration and organisation of plumbers, electricians, decorators and removal men.
Staff Sourcing & Training We provide staff placement, training, contract management, immigration and visa advice.
Design & BuildWe sit client side and offer impartial advice when choosing contractors with a track record of excellence, including interior designers, architects, builders and project managers.
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We facilitate our clients’ lifestyles by delivering services that exceed their expectations
Specialist Expeditions
Expedition planning is a complicated process strewn with pitfalls and hazards. Using a broad range of expeditionary and risk management experience, Specialist Expeditions ensures that any endeavour is delivered in the most effective and enjoyable manner for the client and their family.
Our Specialist Expeditions team focuses on delivering unique and highly bespoke expeditionary services. We enable and deliver expeditions:
— Across any continent in the world, including Antarctica
— Across any terrain; rainforest, mountainous, desert or marine
— With a focus on scientific research, adventure travel, exploration or personal endeavour
— By motorised vehicle, horse/camel mounted, sea-going or on foot
We lead and assist clients through the whole process from inception through execution to completion. Our team have managed and delivered a broad spectrum of projects lasting from two weeks up to 18 months, ranging from high end holidays to large exploratory expeditions. The service is entirely individual and we welcome inquiries and challenges.
We ensure clients’ personal expectations are achieved, no matter how difficult the task
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Marine
Providing owners with adventure, privacy and style, superyacht proprietorship is an increasing investment trend. We have in-depth experience helping clients who are prospective or existing owners of yachts.
The Group’s ownership of Marina Port Vell in Barcelona, Europe’s exciting new superyacht marina, gives us an unparalleled understanding of the changing expectations within the marine industry. Against the backdrop of one of the most vibrant cities in Europe, Marina Port Vell will deliver the highest standard of service and security for guests and their yachts. With phased marina completions from Autumn 2013, Marina Port Vell boasts 162 fully serviced berths for power and sail yachts and superyachts of up to 120 metres.
We support clients across a broad spectrum of activities including:
— Yacht Acquisition & Build
— Marina Development
— Marketing
— Crew Placement
— Marine Events
— Yacht Charter
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Current and future yacht owners benefit from our combined asset structuring, berthing, security and lifestyle capabilities
Trust & Fiduciary
We enable families to administer, grow and protect their wealth for future generations
The Trust & Fiduciary team sits as a fully integrated business unit within Salamanca Group providing families with a comprehensive fiduciary and multi-family office service from Jersey, Geneva and Mauritius. We work with international high net worth families and their family offices to enable them to administer, grow and protect their wealth for future generations through the implementation of complex and bespoke international estate planning structures.
The hereditary nature of these structures means we often work with the second and third generation beneficiaries. These long-term relationships, and a deep level of involvement, enable us to fully understand and enhance a family’s personal, business and financial circumstances.
We provide in-house fiduciary, administration and other professional services to an array of structures including trusts, private trust companies, foundations, partnerships, companies, family offices and escrow arrangements. These structures hold a variety of assets such as investment portfolios, real estate, private equity investments, private company shares, intellectual property, yachts, aircraft, artwork, antiques and bloodstock.
The structures are used by families for reasons such as:
Corporate & Family Governance
Risk Management
Multi-jurisdictional Regulatory & Tax Compliance
Wealth Management Selection, Monitoring & Cost Optimisation
Next Generation Advisory Services
Tax Optimisation
Consolidation Of Single Or Multiple Assets Classes
Cross-Border Investments
Philanthropy & Sustainable Investments
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42 Who are we? Who are we? 43
Francesca Allen
Senior Manager Lifestyle Management
[email protected] +44 (0)207 495 9159
Matthew Blakiston
Senior Manager, Relocation & Immigration Advisory
[email protected] +44 (0)203 597 7532
Gabrielle Villani
Head of Education Advisory
[email protected] +44 (0)203 597 7544
Philip Kaye
Head of Private Client Services
[email protected] +44 (0)207 495 9157
Xavier Isaac
Head of Trust & Fiduciary
[email protected] +41 (0)22 807 2050
Craig Hallam
Head of Property Services [email protected] +44 (0)203 597 7541
Norma Trease
Head of Marine
[email protected] +44 (0)7739 325 675
Merlin Hanbury–Tenison
Senior Manager, Security Services & Specialist [email protected] +44 (0)207 317 4638
Who are we?
Global Presence
Group Offices
Group Consultants
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Our local office network and retained consultants are core to our global offering; moreover our clients can be safe in the knowledge that our team will go wherever required
Important Notice
This document is distributed by Salamanca Group and is intended to provide an overview of some of the services offered by it. Salamanca Group is the trading name for Salamanca Group Holdings (UK) Ltd, its subsidiaries, affiliated and associated companies. One of those is Salamanca Capital Partners LLP (“SCP”), the principal regulated entity which is authorised by the UK Financial Conduct Authority. Neither SCP nor its appointed representatives are regulated as a bank and they are not authorised to carry on traditional banking activities such as accepting deposits or holding client money. SCP and its appointed representatives conduct investment business with Professional Clients only.
Salamanca Group®
© Salamanca Group Holdings (UK) Ltd 2014
46 Importance Notice
Salamanca Group
Nash House St George Street London W1S 2FQ
Tel: +44 (0)20 7495 7070 [email protected] www.salamanca-group.com
Salamanca Group
Nash House St George Street London W1S 2FQ
Tel: +44 (0)20 7495 7070 [email protected] www.salamanca-group.com
