We are Floreat

We are an independent and privately owned financial services group. Founded in 2006, we have served some of the world’s wealthiest individual with complex family structures and privately owned conglomerates.

We specialise in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide. 

Our approach is uniquely customised to meet clients individual needs.

Privately held, patiently flourishing

Our services encompass a broad spectrum, including merchant banking, advisory and investing, and an abundant suite of personalised private client offerings for ultra-high net worth individuals and their families. These range from wealth management to supporting philanthropic endeavours, legacy planning, governance, and more.


We stand committed to assisting affluent individuals and their families, allowing clients to reclaim valuable time for what truly matters to them.

Floreat was first based in Switzerland. UK operations began in 2008 (Denos Partners) and was rebranded to Floreat in 2013.