At Panthera, we offer a complete approach to managing, protecting, and enhancing your wealth, crafting solutions that fit into your world—and not the other way around.
Established in 2016 to transform how private offices serve their clients, we’ve curated a comprehensive suite of offerings that caters to every known need of today’s UHNW families.
We don’t just respond to what’s visible; we anticipate and address what lies ahead. Our clients don’t need to ask; we anticipate their requirements and take decisive action on their behalf, providing clarity and direction in every decision.
From family office administration and asset management to intergenerational planning and life’s finer details, Panthera has it covered. We manage every aspect—from insurance and property to source of funds documentation and the ongoing cycle of KYC and AML reporting. We also liaise with legal, tax, banking and investment providers. Bespoke reporting and advanced technology sit at the heart of everything we do, ensuring you have the insights and control you need at your fingertips.
At Panthera, we create time. By taking on the challenges of safeguarding and managing your world, we streamline your financial and personal affairs, giving you the freedom to focus on what matters most to you. We go further, work smarter, and deliver what others simply cannot, and we do this with honour and integrity.
Our global reach ensures we’re always several steps ahead, no matter where life takes you. We are the only partner who truly understands your distinct needs, and we bring them to fruition with the independence and dedication that no one else can offer. When it comes to your family office partnership, Panthera delivers everything needed to be The Only One.
At the heart of our business sits the OMNI report, the ultimate family balance sheet, providing real-time visibility into every asset you own- beyond your investment portfolio.
OMNI provides a complete, interconnected web of services around you, building a seamless network of services that works together to safeguard your wealth and simplify your life.
Managing the complexities of your financial and personal world doesn’t need to be time-consuming or frustrating. We handle everything, so you can focus your time where you choose.
Our streamlined systems ensure that compliance is handled effortlessly, allowing you to focus on your family’s priorities, not the paperwork.
We admire the traditional strengths of private banking and the efficiency of today’s fintech, so we combined them to create our own bespoke treasury function which provides access to liquidity when you need it, and market-leading returns when you don’t.
We manage cash deposits across multiple banks based on a constantly reviewed risk and return profile.
Our complete approach to financial planning drives returns and creates long-term stability.
Using bespoke reports and technology to anticipate future needs, and armed with your OMNI report, our advice is proactive, not reactive.
This approach ensures the protection of your wealth from inflation, while delivering income to you and capital for future generations.
Bespoke Global Investment Solutions.
We understand that every single Panthera client is unique and therefore requires a unique approach. Yet, in the world of investing and banking, we also understand that economies of scale matter. We address this by leveraging our powerful, global network of clients and overcome traditional private banking pitfalls, including the issue of conflicts of interest and excessive fees. By transitioning our clients into a new world of institutional banking and sophistication, we can target the very best investment solutions.
Tax planning shouldn’t be complicated. Panthera offers solutions that are clear, actionable and aligned with your family’s long-term goals, from day-to-day enquiries through to major projects.
We offer fast, pragmatic in-house advice, partnering with the Big Four and outside specialists only when necessary
Entrepreneurs move at speed, but even the best deals can falter over the contractual detail. Our legal expertise, combined with our knowledge of the complexities that families face, ensures that your legal needs are addressed with absolute precision and clarity.
Panthera manages legal counsel to cover day-to-day legal matters, including specialists when required.
The safety and security of your family are paramount. As technology becomes more integrated into our daily lives, Panthera safeguards your family both online and offline.
We provide high-level guidance on managing security risks, and, when needed, contract with specialists to ensure your family is fully protected across all areas.
Great wealth is no barrier to leverage. Panthera’s independent brokers seek the best deal tailored to your needs.
We explain all options available and provide impartial advice, whilst finding the market leading rates to suit you.
We ensure the process is smooth and hassle free from start to finish, providing finance solutions across the full spectrum of lending.
Education, Development, Governance and Empowerment. We strive to prepare our clients’ children to become the custodians of the family wealth and education is at the heart of our unique approach to next generation preparation and planning.
A steady and progressive approach to intergenerational planning works best, and last-minute schemes are rarely the answer. A Will is just the foundation not the solution to an intergenerational plan. We support our families with:
Our Corporate Services team have all the details covered from initial formation and incorporation of companies to the provision and maintenance of your registered office. This includes support with relevant filings for government and regulatory authorities as needed.
When it comes to international moves, there is a lot to consider. Panthera supports you at every step, tailoring strategies to meet your unique needs and circumstances.
Our presence in the Cayman Islands, London, and Singapore means we have experience with the complexities of international relocation and will provide everything required for a smooth transition.
