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Panthera Private Office. The independent multi-family office for today’s wealth creators. Panthera monitors, structures and
protects all assets for both the founder and future generations.

Creating significant wealth often brings great responsibility and complexity into your life. Panthera supports families by comprehensively auditing assets and delivering meaningful real time reporting. Armed with this visibility, Panthera makes proactive recommendations to manage your wealth towards defined family goals.

Our Hallmarks

Lion

Panthera is fiercely independent and has no internal funds or products to sell. We take great pride in always acting with our clients’ best interests at heart.

Diamond

Panthera delivers clarity by engaging a client with a simple annual fee - nothing else. Our reporting delivers a clear picture of the current position and demands transparency from all third parties. We believe clarity need never be lost within complexity.

Oak Tree

Great wealth brings privilege and pressure for the next generations. Panthera helps clients find prosperity beyond their wealth through careful intergenerational planning. We strive to prepare our clients’ children for the ultimate transition of wealth.

The Panthera Way

Consolidated Reporting

Consolidated reporting via our APP, on paper or face to face gives you the full picture of all your assets.

Independent Investment Advice

Independent investment advice enables Panthera to contract with any provider or manager on your behalf.

Proactive Wealth Structuring

Proactive wealth structuring keeps your assets under constant review and seeks to optimise future planning opportunities.

Asset Performance Tracking

Asset performance tracking helps delineate which investments really perform best for you.

Intergenerational Planning

Intergenerational planning assists you in drafting a family charter and provides a trusted adviser to memorialise your estate at the most difficult of times.

Investment Screening

Investment screening exists to protect your time and privacy. Sometimes its equally important to advise you what not to invest in.

Family protection

Family protection is the serious business of introducing the best providers of international healthcare, media management, cyber and personal security.

Data Vault

Data vault holds every document for each deal, meticulously filed and instantly retrievable.

Experience is
the new wealth

Panthera Private Office LLP,
Aldermary House, 10-15 Queen Street, London, EC4N 1TX

+44 (0) 203 861 9990

info@panthera.co.uk

How to get in touch – Complaints Policy

Panthera Private Office LLP (FRN 541341) is authorised and regulated by the Financial Conduct Authority. This material is produced and distributed by Panthera Private Office LLP in the company’s role as the Financial Advisor / Introducer for Credit Broking and Introducer for Mortgage business / Introducer for Private Equity and cannot be held responsible for any inaccuracies in the underlying information.

The information, products, or services described or referenced herein are intended to be for information purposes only. This material is not intended to be a recommendation, offer, solicitation or advertisement to buy or sell any securities, securities related product or service, or investment strategy, nor is it intended to be to be relied upon as a forecast, research or investment advice.

The products or services described or referenced herein may not be suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve significant risks, and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient. Investment involves risks. Any discussion of risks contained herein with respect to any product or service should not be considered to be a disclosure of all risks or a complete discussion of the risks involved. Investing in foreign securities is subject to greater risks including currency fluctuation, economic conditions, and different governmental and accounting standards. There are also risks associated with investing in fixed income securities, including interest rate risk, and credit risk.

The recipient should not construe any of the material contained herein as investment, hedging, trading, legal, regulatory, tax, accounting or other advice. The recipient should not act on any information in this document without consulting its investment, hedging, trading, legal, regulatory, tax, accounting and other advisors. Information herein has been obtained from sources we believe to be reliable but neither Panthera Private Office LLP or its subsidiaries or affiliates warrant its completeness or accuracy. No responsibility can be accepted for errors of facts obtained from third parties.

Past performance is not indicative of future results. Performance information is for illustrative purposes only, and does not represent the performance of any actual investment or portfolio, and should not be viewed as a recommendation to buy or sell.

The materials in this document represent the opinion of the authors at the time of authorship and they may change, and are not representative of the views of Panthera Private Office LLP, subsidiaries, or affiliates. Panthera Private Office LLP does not certify the information, nor does it guarantee the accuracy and completeness of such information. Use of such information is voluntary and should not be relied upon unless an independent review of its accuracy and completeness has been performed. Materials may not be reproduced without the express consent of Panthera Private Office LLP.

Panthera Private Office. The independent multi-family office for today’s wealth creators. Panthera monitors, structures and protects all assets for both the founder and future generations.