Sam Chipkin

"At heart we are passionate investors. We believe a carefully selected and well managed long-term portfolio of global listed equities complimented with unlisted investments provides a basis for intergenerational wealth protection and risk adjusted growth".

Outsourced CIO Services

For a select group of high net worth families with intergenerational capital, who have invested meaningfully in our Fund, we provide outsourced CIO services.

Broader Perspectives

We act as advisor for your broader portfolio

We attend interval and ad-hoc family 'board' meetings where your investment portfolio is discussed

Umbrella services

‍We bring 5AM’s rigorous investment research, analysis, due diligence and commercial acumen to your table.

Source of deal flow

Dealflow and due diligence for private credit, private equity, industrial property etc

Long-term solution

Strategic long term sounding board for your family’s intergenerational wealth management and succession