Workplace Solutions for Private Equity Firms
Financial education can help employees make better decisions and feel more empowered, confident and secure.
Characterised by world-class financial talent and elite achievement under extreme pressure, Private Equity (PE) is a rarified sector with its own unique set of challenges. No matter what size your business, to achieve optimum performance, your team demands the perfect conditions in which to focus and flourish.
Designed by Apollo Private Wealth and delivered in your workplace, this financial wellness programme helps to create those conditions, and in turn positively impacts your business and bottom line.
No two Private Equity firms are the same. That’s why we tailor to the precise profile and needs of your business. Our proposition covers a holistic approach across the company.
Proud members of the British Private Equity & Venture Capital Association
The BVCA engages with and supports the private capital community, connecting institutional investors, fund managers, portfolio companies, advisers and service providers. Apollo Private Wealth is an active participant in this valuable forum, where the industry gathers to network, learn and address a wide range of issues. The BVCA represents the industry to key stakeholders in government, Parliament, the media and elsewhere through the advocacy delivered by its policy and external affairs departments.
Bespoke for you and your employees.
Working with you to meet your GP commitments and build these into your wider financial planning.
Often overlooked due to time limitations, we act as your financial concierge, helping you to utilise the reliefs and allowances that are available to you.
Specialist expertise in the management of offshore assets and remittance planning.
With an understanding of complex earning structures, we can help you to secure off-market products, and finding lending solutions for your residential, buy-to-let or commercial purchases, as part of your broader financial plan.
Creating a comprehensive strategy for accumulation and drawdown, based on complex earnings structures, in order to build and preserve wealth for your retirement.
Capitalising on market-leading rates, investment-backed and Lombard lending solutions, up to a full private banking service.
Recommending a mixture of pensions, gifting, trusts, business relief and other solutions specific to your individual circumstances, in order to protect your wealth for future generations.
For broad employee base
Financial education workshops and guidance, through engagement and improved utilisation of your company’s compensation and benefits, including personal financial planning health checks – delivered via digital platforms and larger group seminars.
For emerging leaders
Bespoke guidance for individuals experiencing a greater level of financial complexity, including cashflow modelling, specialist tax planning, and funding GP commitments – provided over 1:1 calls and in-person meetings.
For senior executives
Individual approaches to address the financial complexities of time-poor executives, including investing bonuses and carried interest tax efficiently – with periodic face-to-face meetings, backed up by support online or by phone.
For founders, partners, C-suite and board level
Sophisticated solutions to streamline the intricate financial lives of high net worth individuals and their families, including service provider coordination, advanced risk management and legacy preservation strategies, and transitioning into retirement – achieved during regular 1:1s and supported by ongoing dialogue via phone and digital channels.
Seeking a tailored financial strategy?
Schedule a consultation with one of our experienced advisers to comprehensively assess and map out your specific financial requirements.
This personalised meeting is an opportunity to delve into your unique financial situation, discuss your goals, and develop a tailored strategy that aligns precisely with what you need for achieving your long-term financial aspirations.
