A Modern Small Sized Family Office
Founded in 2008, Stalwart Holdings Ltd is a privately held company that handles investment management and wealth management for a single high net worth family, with the goal being to effectively grow and transfer wealth across generations.
We have a considerable exposure to US and UK equities through tracker index funds and internally developed strategies to detect value-for-money stocks and overall momentum in the market. We also trade long and short equity futures using signed path dependence.
We maintain a globally diversified High Yield Corporate Debt portfolio together with US Treasuries and Inflation-Linked UK Gilts.
We support the development of agricultural properties in Brazil through equity investments in leading companies in the sector.
We are always looking for the next big idea. Get in touch with us to find out more.