• Innovative Ideas

    Through decades of experience in private transactions in the wealth, investment and asset management space empowers our dedicated group to diligently present trade ideas & co-investment opportunities – covering multiple sectors & regions . A combination of multi-disciplined industry professionals aligned with the family principles enhances our ability to guide and create value.

  • Domain Expertise

    Fundamental analysis is key to the success of Horizon's platform - adding technical indicators using artificial intelligence (economic indicators, financials, growth drivers, governance, human capital, operations, balance sheet optimization and technology implementation. Horizon leverages deep market and technical knowledge with the latest emerging technologies to manage risks and develop the opportunities.

  • Market Breadth

    Enhanced due diligence on all matters concerning family exposures and inherent decision making – we create the most efficient vehicles to gain exposure to such opportunities. The platform provides efficient access to elite sector professionals, a wide range of experienced family collaborations with a multi-jurisdictional presence across 5 continents.

  • Portfolio Approach

    Portfolio building is part of our DNA; the expertise is not only technical, but it also derives from the experiences of the families themselves. It is Horizon’s responsibility to find the most efficient structure, highlight compelling drivers for growth and produce best in class execution methods

Centre of Excellence

  • Investment Exposure

    Capital Management
    Global Market Risk
    Portfolio Monitoring
    Enhanced Reporting
    Alternative Assets
    Esoteric Opportunities

  • Trust & Fiduciary

    Trusts & Foundations (outsourced)
    Fund Management (outsourced)
    Investor Services
    Asset Management (outsourced)
    Regulatory Oversight (outsourced)
    Treasury Management

  • Governance

    Estate Planning
    Family Charters (outsourced)
    Family Succession (outsourced)
    Wealth Transition
    Asset Structuring
    Asset Attestation

  • Asset Monetization

    Insurance Services (outsourced)
    Real World Asset Management
    Corporate Finance & M&A
    Acquisitions & Disposals
    Balance Sheet Management
    Bilateral Investment Protection

Our philosophy can be very simply described as optimally managing the risks of exposure, with a focus on the overall family’s perspective – aligning structure, culture and lifestyle.