Fidelia Partners Information

Fidelia Partners is a relationship-based firm providing independent advice to a select group of Family Offices, as well as sourcing differentiated alternative investments. The team come from leading family offices, private equity funds, investment banks, asset management and accountancy firms, which provides a real breadth of experience to service its clients. Fidelia currently has relationships with ~300 Family Offices and selected institutional investors, and is focused on three core pillars: 1) Family Office Advisory: Supporting Single Family Offices with research, planning & strategy, investment origination & diligence and general advisory 2) Alternative Investment sourcing and placement: We provide access to specialist fund managers (geographic, sector or strategy experts) which provide exposure to enduring secular trends important to us and our network 3) Direct Deals & Co-Investments: Primarily Family Office led direct investments and co-investments alongside experienced entrepreneurs and managers who have a preference for long-term, value-add capital partners Fidelia is management owned and controlled, allowing us to act and think independently and tailor our approach to our clients’ needs.