Lessons in Due Diligence Archives | Kingsbury & Partners - Private Markets & Private Office Consultancy

Serie: Lessons in Due Diligence

Our Conversation with Legacy Talks

In this episode, our Managing Partner Ben Rockell and Chief Investment Officer John Hubball sat down with host David Tarbotton, CEO of Legacy Capital to unpack the way these products...

Lessons in Due Diligence: Private Credit & Sound Structures

In the world of private markets, investment structures form the foundation of success—or failure. For High-Net-Worth Individuals, intermediaries, and institutional investors alike, understanding the nuances of investment structures is essential...

The Role of Governance in Private Credit

A robust governance framework not only safeguards the lender's interests but also enhances the borrower's credibility, paving the way for a successful partnership. Here’s why governance matters and what to...

The Case for Transparency in Private Credit

Borrowers who embrace transparency do more than secure capital; they set themselves apart in a competitive market. Investors value trust and openness, and companies that consistently demonstrate these qualities build...

What is a Security Trustee’s Role in an Investment?

Firstly, security trustee services are not regulated by the FCA. Disclaimers on some of the larger security trustee websites state something along the lines of “we do not perform oversight...

Due Diligence & Private Credit Investments

Due diligence on financial instruments is a specialised and time-intensive skill requiring expertise in asset classes, regulations, and market conditions. It serves as a vital safeguard, ensuring decisions are based...

Balancing Innovation & Risk Management: Our Product & Risk Committee

In today’s fast-paced environment, where technological advancements and market dynamics shift the playing field almost overnight, the tension between innovation and risk management has never been more pronounced. The allure...