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Supplier meetings W/C 13th of March 2023

See below for the suppliers and why they may be of interest to FO, this week I met with Five V, Trispan, Katana Asset Management, Giles Wade, Green Pool Capital, Stenham, Partners Wealth Group.


Five V – Met with one of the co-founders of this Mid-Market PE firm to discuss the new Horizons fund.

Why Of Interest (WOI)?

A firm with a good track record, they are launching this new perpetual fund that seems to be aimed at the wealth management space. It invests directly (no FoF), minimum ticket has dropped to $100K, with quarterly liquidity. The are starting with five of their current portfolio companies, looking to grow to 12-16.

For families not looking to write big tickets or would like to invest in the space but baulk at the lock ups, this may be of interest.


Trispan– I met with Gregor Lanz via zoom to discuss the firm, a London/New York based PE firm. They were introduced to me via an Australian Family Office.

WOI – The firm was borne from a family office; they invest in restaurants and other sectors that I don’t see very often. They also seem happy to start from scratch with entrepreneurs, they have the Yo Sushi founder on the board. The co-invest theme is very strong, they syndicate a lot of deals.


Katana Asset Management – A Perth based Australian equity fund.

WOI – Potentially unique process that seems to perform well across the cycle, for family offices that are looking at funds that can hold a fair amount of cash and don’t look like the index.


Giles Wade – A well- established boutique wealth manager that has put feet on the ground in Perth.

WOI – for any family offices looking at wealth managers that specialise in the UHNW/FO and NFP space.


Greenpool Capital – real estate specialists.

WOI – They acquire, develop, manage and advise on Australian property, family offices without this internal skill set can use them for outsourcing.


Stenham – London based Hedge Fund or Funds specialists, I was introed by a large family office and met them in Perth. .

WOI – families looking for hedge fund programs, access to Global Macro funds with restricted access/large ticket sizes or to outsource this very specialised due diligence process.


Private Wealth Group – Melbourne based wealth manager.

WOI – families seeking a boutique wealth manager that provides private markets and customised portfolios.

To discuss any of the above, feel free to book in 30-minute zoom via this link -



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