Where visionary wealth shapes enduring legacies.

At Linq Wealth, we design bespoke wealth strategies that seamlessly integrate international opportunities with intergenerational goals. Serving ultra-high-net-worth families and individuals from our London office, we blend institutional rigour with the agility of a private office to safeguard and grow wealth while aligning it with purpose.

Our Approach

Preserve. Grow. Align.

Preserve

Protecting your wealth from market volatility and regulatory risks through proactive strategies and risk management frameworks.

Grow

Identifying high-potential opportunities in real estate, private equity and alternative investments to ensure sustainable growth.

Align

Helping you align your financial decisions with your family’s values through philanthropy and governance advisory.

Successes

Recent Successes

Facilitated the acquisition of a €20M residential real estate portfolio in the Netherlands, achieving 9% annualised returns.

Developed a £5M philanthropic initiative for a UK-based family, leveraging tax-efficient structures to maximise impact.

Secured access to a £15M special credit investment opportunity, delivering 14% IRR for select clients.

Services

Our Services

At Linq Wealth, we understand that wealth is not merely a portfolio—it’s a reflection of your family’s history, values and aspirations. Since 2020, we have empowered our clients to navigate complexity with tailored solutions, managing over £480M in assets across 14 jurisdictions. Our services transform ambiguity into actionable strategies, ensuring your wealth evolves alongside your goals while honouring the unique narrative of your legacy.

Strategies as Unique as Your Financial DNA

Our dynamic financial frameworks have delivered an average annualised return of 8.7% since inception, outperforming traditional wealth managers by 3.2% in volatile markets. By integrating AI-driven market analysis with bespoke liquidity solutions, we have helped clients maintain 12–18 months of cash reserves while allocating 65–80% of portfolios to growth-oriented alternatives.

Building Bridges Between Generations

Over 70% of our clients come to us to help prepare heirs for stewardship, resulting in a 92% success rate in conflict-free transitions. Our proprietary Generational Alignment Index identifies gaps in financial literacy and governance readiness, with 85% of next-gen participants improving their competency scores by 40+ points within 12 months.

Turning Generosity into Strategic Impact

Clients leveraging our SDG-aligned frameworks have directed £34M into education, healthcare and environmental initiatives since 2022, achieving a 27% higher social ROI than industry benchmarks. Our team has established nine private foundations, including a £7.5M climate resilience fund that deployed solar microgrids to 14,000 households in sub-Saharan Africa. Partnerships with 43 vetted NGOs ensure 89% of donations directly fund programmes, with overhead costs capped at 11%—well below the 20% sector average.

Beyond Conventional Markets

Our focus on alternative assets has shielded clients from 63% of public market volatility since 2020. In 2023 alone, private credit investments yielded 13.4% net IRR, with zero defaults across £78M in senior-secured loans. Real estate acquisitions in Amsterdam’s Zuidas district generated 9.8% annualised returns through long-term leases and strategic resales. In comparison, venture co-investments in AI-driven healthcare startups delivered 24% unrealised gains for early adopters.

Shielding Wealth in an Uncertain World

Our cybersecurity protocols have prevented 17 attempted breaches of client digital assets in the past two years, including a thwarted €4.2M NFT phishing scheme. For art collections valued above £10M, we negotiate insurance premiums 15–20% below market rates. Scenario stress-testing in Q1 2024 identified £2.1B in potential portfolio risks across client assets, with 89% mitigated through hedging and reallocation strategies.

Fostering Unity, Preserving Vision

Families participating in our governance workshops report a 68% reduction in intergenerational conflicts post-transition. We have facilitated 42 family assemblies, including a three-day retreat for a 28-member European dynasty to codify a 15-article constitution. Next-gen financial literacy programmes have equipped 63 heirs aged 18–35 with tools to manage trusts averaging £8.4M in assets, with 94% expressing confidence in their stewardship capabilities post-training.

Wealth Management

Our dynamic financial frameworks have delivered an average annualised return of 8.7% since inception, outperforming traditional wealth managers by 3.2% in volatile markets. By integrating AI-driven market analysis with bespoke liquidity solutions, we have helped clients maintain 12–18 months of cash reserves while allocating 65–80% of portfolios to growth-oriented alternatives.

Blog

Insights for Discerning Clients

Welcome to Linq Wealth’s blog—a curated space for thought leadership and actionable insights tailored to ultra-high-net-worth families. Our posts explore emerging trends, strategic opportunities and the forces shaping global finance. Whether navigating complex trade policies, uncovering hidden real estate gems or preparing for the future of wealth management, we equip you with knowledge to make informed decisions.

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