Client Disclaimer

Portfolio Private provides private introductory and advisory services to selected clients across hospitality, real estate, luxury assets and related sectors.

Portfolio Private does not hold any financial services authorisation and does not provide regulated financial advice or any service requiring FCA authorisation.

Nothing communicated by Portfolio Private constitutes investment advice, financial advice, legal advice or any other form of regulated professional advice.

Clients and prospective clients should seek independent professional advice before making any investment, acquisition or financial decision.

Portfolio Private makes no representations, warranties or guarantees regarding the outcome of any introduction, transaction or opportunity presented.

All figures referenced in relation to previous transactions are provided for illustrative purposes only and should not be relied upon as indicative of future performance.

Portfolio Private operates on the basis of strict confidentiality. All information shared by clients is treated as confidential and will not be disclosed to third parties without prior consent, except where required by law.

Clients are similarly expected to treat all information shared by Portfolio Private as strictly confidential.

Where a potential conflict of interest arises, Portfolio Private will disclose this to all relevant parties and take appropriate steps to manage it fairly.

Portfolio Private's fee arrangements are agreed in writing with each client prior to the commencement of any advisory engagement.

Portfolio Private may receive introductory fees or commissions from third parties in connection with certain transactions. Where this is the case, it will be disclosed to the relevant client.

This disclaimer and any engagement with Portfolio Private shall be governed by the laws of England and Wales.

For any questions regarding this disclaimer or the nature of our services, please contact: [email protected]