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Edenhurst provides London-based wealth management for clients from around the globe. Drawing on over 35 years’ combined experience, we are able to offer all the expert advice, practical services and professional contacts you need in order to maintain and enhance your wealth. What sets us apart, however, is a commitment to doing more than simply managing your money.

We take the time and effort to thoroughly understand your interests and priorities, as well as your financial affairs. As a result, we can act as effective and trusted advisors and your first port of call for confidential and informed guidance on a wide range of issues. That’s what we mean by investing in relationships.

Whether dealing with a straightforward transaction or the most complicated negotiations, we always put your interests first and our independent status allows us to focus on creating long-term value from your assets. That’s why clients tend to stay with us. In fact, we have been working with some personally for over 20 years, because they really appreciate what we do, and the way that we do it.

Managing wealth, investing in relationships

We have been working with some clients personally for over 20 years, because they really appreciate what we do and the way that we do it.

Tom HearndenDirector & Independent Financial Advisorwww.edenhurst.com

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The Edenhurst difference

• At Edenhurst, we dedicate time and effort to understanding your needs, interests and ambitions. As we are independent, we can then put together a solution tailored to your needs, with no bias towards a particular asset class, financial product, or provider.

• We agree a clear strategy and fully explain the reasons behind our proposals. This is vital with the complex management of private assets when any decision can have multiple ramifications.

• We actively manage the administration of a broad range of assets and liabilities, considering the implications of particular tax regimes or jurisdictions, as well as legal and other factors and ensuring that they are optimised on your behalf.

• We are pragmatic. When investing your free capital, we stick to tried and tested methods that have worked for our clients. Our constant objective is to achieve an optimal ratio of risks and rewards, based on your needs and requirements.

• We take a global perspective since, like many of our clients, you probably prefer to have a global presence for your private and business assets. We ensure that your capital can flow easily and all legal structures are in place ready for execution.

• We think long-term. That means that we give consideration to succession planning to ensure financial stability for your family in future generations.

Tom Hearnden and Erandha de S Wijeyeratne set up Edenhurst in 2013 because they recognised that, as global wealth becomes increasingly diversified, a growing number of wealthy individuals and families are looking for safe havens, such as London, for their investments.

This means having to deal with the complexities of unfamiliar and often far more regulated financial environments. In Edenhurst, they have a partner they can trust to manage all their private financial affairs with complete integrity and in total confidentiality.

A personal approach to wealth management

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We provide tailor-made, one-stop wealth management solutions with a single, readily accessible point of contact. Our approach is holistic and we aim to take care of every aspect of a situation or negotiation, including any legal and tax issues. If certain aspects fall outside our core expertise, we make use of our established relationships with a wide range of partners to ensure that we deliver on your objectives.

“ I didn’t know you did that!”

It’s our policy to go above and beyond what clients would normally expect of a wealth manager, because we see ourselves as partners, building relationships that will deliver long-term value.

As those relationships grow and they discover the depth of our expertise, the breadth of our connections and our willingness to go the extra mile, clients find themselves increasingly turning to us for a whole range of services they never knew we offered.

Tax

Careful structuring can reduce your liabilities under the UK and Europe’s complex regulatory and tax legislation regimes. We have partnered with a number of highly regarded specialists, to advise on the most efficient tax structures, such as trusts, private foundations and private trust companies.

Real estate

We can help you to make the most of the complex UK property market by drawing on our in-house expertise and network of professional contacts. We also ensure that any property purchases are fully integrated with your investment portfolo.

Investments

We provide expert advice on a range of diversified and specialised investments, both onshore and offshore. We will put effective ownership structures in place for you, to ensure that your risk and return expectations are met and that the overall performance of your portfolio is kept constantly in mind.

Cash

We have long-established relationships with major banks and can simplify the often difficult process of opening a personal or business UK bank account. Our valuable partnerships with FX market makers also help to reduce your exposure to foreign exchange risks.

Luxury services

Through our connections and partnerships, we are able to offer a range of unique and tailor-made experiences. We can also assist with the purchase, chartering and management of super yachts and private jets.

Financing

Our partnerships with the major institutions give us access to favourable interest rates, and we have the expertise to negotiate the most competitive terms for mortgages or loans. We are able to offer attractive financing solutions both in the UK and overseas.

Immigration services

Our team has over 13 years’ experience in advising clients on Tier 1 Investor and Entrepreneur Visa applications. Working with established Immigration lawyers and specialists, we have a unique, tried and tested method that effectively streamlines the entire process.

Insurance

We can advise on a wide range of policies, including life insurance, which can provide effective short-term protection for your wealth, physical illness insurance, private medical cover and asset insurance.

Our services

Investments

Real estate

Tax

Cash

Financing

Insurance

Immigration services

Luxury services

The services we offer

We genuinely put your interests first. And we think long-term, to ensure that your assets are held as effectively as possible, both now and for future generations.

Erandha de S WijeyeratneDirector

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Investing with Edenhurst

Our investment approach is conservative yet modern which allows us to take advantage of emerging trends. We believe in investing with an open mind, by utilising dynamic strategies which meet today’s varying market demands. However, we tend to choose tested and practical solutions for our clients.

Every solution caters to your unique needs, as no two clients are ever alike.

Whether we are helping you place cash in a suitable bank, advising on bio-tech venture opportunities, or executing niche real estate transactions, we can provide you with that specific advice.

No matter the scale or kind of transaction, from a pre-IPO venture to a real estate bridge financing deal, we have distinctive access to the most attractive and latest investment opportunities on the market.

The process we go through with you as an Edenhurst client is an invaluable opportunity for you to clarify your objectives with regards to your wealth, how you want to maintain and enhance it during your lifetime and, in the longer term, what plans you wish to make for its transfer to your beneficiaries.

Confidentiality is fundamental to the way we do business and essential to the establishment of long-term relationships with our clients. You can also be confident that we have no conflicts of interest and, as a result, our advice is always completely transparent and in your best interests. Our priority is always to ensure that your assets are held as effectively as possible, both now and for future generations.

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WE EXECUTE, ADVISE AND MANAGE:

The wealth planning process

Getting to know you

The process provides us with a clear understanding of your objectives, which will be reviewed at regular intervals. It also enables us to create the tailor-made solutions that match your requirements, ambitions and needs.

Execution

We will take responsibility for all applications and paperwork, ensuring that the required timescales are strictly adhered to, and that everything flows as smoothly as possible.

Monitoring

It is essential to understand that investments are a long- term process. We constantly monitor and review the quality of service you are receiving and the performance of your investment strategy.

Assessing the most suitable solution

We will develop a comprehensive wealth management strategy, fully evaluated for implications across disciplines and jurisdictions, to ensure your financial, investment, estate planning and business requirements are addressed.

STEP

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WE EXECUTE, ADVISE AND MANAGE:

Financial Markets

Equities — Global Companies

Fixed Income — Government & Corporate Bonds

Structured Notes — Hybrid Securities

Specialist

Venture Capital — Bio-tech — High-tech — Services & Cloud

Private Equity

Joint Ventures

Cash Mangement

Banking & Deposits

Foreign Exchange (FX)

Diversified Allocation

Real Estate

Residential

Commercial

Bridge Finance

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Tom Hearnden Dip CII

Director & Independent Financial Advisor

Tom has been providing bespoke financial advice to private clients since 1987 and, prior to founding Edenhurst, worked for over 19 years at HSBC. During his highly successful career at the bank, he was responsible for establishing a team to advise high-net-worth individuals who were resident overseas. He has experience of working for clients from across the globe, in particular from the Middle East, Russia and the former Soviet states. As an Independent Financial Adviser, Tom has acquired an impressive wealth of knowledge and expertise in this niche sector.

Erandha de S Wijeyeratne Dip CII

Director

Erandha was responsible, in 2008, for setting up HSBC’s Russian Centre for Expertise to provide investment, mortgage and protection solutions to high-net-worth clients who wished to develop business and settle in the UK. He has provided assistance to over 300 families, directly handling every aspect of their move to the UK. In this, he has been able to draw on his own experience of setting up in the UK 10 years ago.

Youri LissinPartner

Youri is an entrepreneur and investor. As a long-time acquaintance of Tom and Erandha, he shares their vision of providing modern services and was involved in the creation of Edenhurst, becoming a partner in the firm soon after it was launched. Youri has formal training in tech services and a background across a range of business spheres. At Edenhurst, he provides strategic advice to clients with a particular emphasis on private equity, venture capital and alternative investments.

Our people

Edenhurst Private Wealth is a trading style of Edenhurst Ltd which is an Appointed Representative of Vision Independent Financial Planning Ltd. Vision Independent Financial Planning Ltd is registered in England and Wales registration number: 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall TR11 4SZ. Vision Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). To verify their status please visit the Financial Services Register. Firm Reference number 487395.

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www.edenhurst.com

Get in touchTo find out more about Edenhurst or to discuss your requirements, please contact one of us by email or phone —

London Head Office25 North Row, Mayfair London W1K 6DJT +44 203 691 6180 E info@edenhurst.com

Tom HearndenDirector & IndependentFinancial AdvisorM +44 756 816 6365 E tom@edenhurst.com

Erandha de S WijeyeratneDirectorM +44 772 023 6581 E erandha@edenhurst.com

Youri LissinPartnerM +44 777 131 1961 E youri@edenhurst.com