Selection
A business must be assessed on its model, management, market, capital needs, governance and fit within the wider Stratum proposition.
Stratum Private Clients App
Ownership portfolio
Other Real Businesses
A disciplined path to selected opportunities in the real economy.
The Stratum ecosystem may grow to include other operating businesses where there is a credible client proposition, suitable governance and an appropriately structured opportunity for qualifying Private Clients.
The offering
Qualification
Clients must meet the eligibility requirements and receive the information needed to consider suitability and risk.
Structure
Participation is governed by the relevant company, fund or investment vehicle and its final legal documentation.
Portfolio context
Any private business interest should be considered alongside liquidity, diversification and the client’s wider financial obligations.
Stratum Private Clients App
Discover qualifying opportunities through the App.
The App is intended to introduce available opportunities, keep ownership interests visible and connect clients to the financial and specialist services around them.
Future opportunities are not guaranteed and may be unavailable, unsuitable, illiquid or capable of losing value.
Explore the App experience