Client Profile

An ultra-high-net-worth European industrialist with a net worth of €750 million, primarily derived from his family’s manufacturing business established over a century ago.

The Challenge

Mr. A’s wealth was heavily concentrated in traditional assets, including his family business and real estate holdings. Concerned about market volatility and the sustainability of his portfolio for future generations, he sought to diversify his investments. He was particularly interested in sectors that offered both growth potential and alignment with his values of sustainability and innovation.

Our Solution

Comprehensive Portfolio Review: Conducted an in-depth analysis of Mr. A’s existing assets, risk exposure and long-term objectives.

Agritechnology Focus: Identified agritech as a sector with significant growth potential and societal impact.

Customised Investment Strategy: Developed a bespoke strategy incorporating investments in leading agritech firms and promising start-ups specialising in areas such as precision agriculture, vertical farming and agricultural biotechnology.

Due Diligence and Risk Management: Performed thorough due diligence on potential investments to mitigate risks associated with emerging technologies.

Education and Engagement: Organised educational sessions for Mr. A and his heirs to understand the agritechlandscape, fostering confidence in the investment direction.

Results

Enhanced Portfolio Performance: The agritech investments yielded an average annual return of 18% over three years, outperforming traditional market indices.

Risk Diversification: Incorporating agritech reduced overall portfolio volatility by 20%, providing greater stability.

Alignment with Values: Investments in sustainable agriculture technologies reinforced Mr. A’s commitment to innovation and environmental stewardship.

Family Involvement: The next generation became actively engaged in managing and exploring further agritech opportunities, strengthening family unity and shared purpose.