Family Office Advisory
Our dedicated Family Office Advisory team works closely
with you to understand your family’s priorities and aspirations.
Together, we design a personalised roadmap and strategic framework
that reflects your unique vision. This plan is continuously reviewed
and refined to stay aligned with your evolving ambitions, proactively
identifying and mitigating potential challenges before they arise.
Guiding Families
Toward Lasting Legacy
Our network spans across families from UK, China, Europe, Malaysia, India, Vietnam, and Indonesia.
We serve families who seek clarity, purpose, and continuity across generations. Our Family Office Advisory is built on three pillars, each designed to safeguard your legacy while identifying long-term opportunities. Protect, Prepare, and Prosper.
Safeguarding What You’ve Built
We adopt a disciplined, multi-cycle investment philosophy designed to preserve your family’s capital, maintain purchasing power, and ensure your wealth remains resilient through market shifts and changing life stages.
Protection
Your family’s privacy is paramount. We uphold strict confidentiality standards and implement robust cyber protection measures to safeguard sensitive information and mitigate reputation risk.
We work closely with trusted legal and tax partners to optimise structures, manage cross-border considerations, and support efficient wealth transfer planning.
Shaping Legacy & Family Continuity
We help you design a smooth, intentional transition of wealth and decision-making authority, using structures like governance frameworks, trusts, wills, and dispute-minimising structures, so your family legacy remains united and sustainable.
Visibility
You gain a single, comprehensive perspective of your global holdings, cash flows, and exposures, enabling informed decision-making across generations.
Elevating Opportunity & Performance
Your family receives personalised strategies and direct access to our senior leadership and investment teams. We take the time to understand your priorities, preferences, and long-term aspirations.
We simplify complexity with coordinated oversight across your financial world by managing your assets under a structure, allowing you a seamless view and control over what is important to you.
Our network provides access to private investments and opportunities exclusively curated to generate returns that individual families may not encounter alone.
Rockstead Private Credit Fund
Rockstead Private Credit Fund is designed to deliver stable monthly income through disciplined and risk-managed investments in high-quality private corporate debt instruments.
This fund targets a monthly dividend distribution of 0.6%, providing investors with a reliable stream of income, reflecting Rockstead's focus on consistency and disciplined execution.
There is no lock-in period for investors, and redemptions can be made without penalty, ensuring confidence and convenience in portfolio management.
Since inception, the fund has maintained an exceptional track record of zero downside volatility or drawdowns. It has achieved profitability in 100% of reported months, underscoring Rockstead's systematic approach to risk management and its ability to deliver resilience in all market conditions.
Rockstead Alpha Fund
Rockstead Alpha Fund is a global equity strategy designed to outperform the MSCI World Index by investing in high-quality global companies with strong fundamentals and sustainable competitive advantages.
Guided by a disciplined, bottom-up approach, the Fund focuses on businesses with resilient market positioning, strong free cash flow generation, and prudent capital management, unconstrained by sector or geography.
Our portfolio management mandate allows for the use of leverage and strategic hedging to mitigate tail risk, ensuring a robust and resilient investment strategy that balances risks and rewards. Once returns while mitigating downside risk in volatile markets.
The fund targets companies with enduring “economic moats”, those capable of sustaining profitability and growth over time.
The fund invests in high-quality companies with a proven track record of strong returns, healthy cash flow, and disciplined financial management – businesses that demonstrate the capacity to grow sustainably over time.
The fund focuses on businesses led by owners and insiders with significant equity stakes, ensuring that their interests align with the company’s performance and providing diligent oversight.
Rockstead Quant Fund
Rockstead Quant Fund employs a data-driven investment strategy built to deliver long-term growth and resilience across market cycles. Using advanced quantitative models and disciplined, rules-based execution, the fund seeks to capture market opportunities while managing risk with precision.
Designed for investors who value analytical insight and systematic consistency, the fund combines innovation with Rockstead’s commitment to clarity and performance.
The fund employs a tactical allocation across quantitative strategies spanning multiple asset classes, including FX and equity indices, to diversify its sources of return. This adaptive framework enables the fund to dynamically capture opportunities as market conditions evolve.
The fund seeks to deliver attractive risk-adjusted returns over a full market cycle. While the strategy may undergo periods of volatility, it is designed to compound capital through active risk management, capturing value from equity drawdowns and market dislocations while maintaining discipline across varying market regimes.
Through an integrated risk management framework, the fund dynamically adjusts exposures to maintain balance during both expansionary and corrective phases. Hedging components and tactical positioning are employed to help stabilize returns and protect capital during periods of heightened volatility.