RISK WARNING: The value of investments and derived income can fall. Investors may get back less than they invested.
RISK WARNING: The value of investments and derived income can fall. Investors may get back less than they invested.
Alternative Assets Hero Image for service page

Alternative Assets

Alternative Assets are set to become an increasingly important part of any investment portfolio. The term “Alternative Assets” has become a catch-all description for a whole spectrum of investments falling outside traditional publicly listed equities and bonds (“financial assets”).

Contact Us

The aim of Shard’s Alternative Asset group is to identify non-traditional investment opportunities that balance risks versus returns, are decorrelated from the traditional financial asset markets and are backed by real assets.

The strategy is spearheaded by Bill Blain, an experienced debt capital markets specialist with a background in securitisation and financial institutions.

Bill’s experience of Alternatives includes investments into transport, infrastrucure, project finance, renewables, tech, securitised lending and receivables, SMEs, trade finance and property.

Among Shard Capital’s objective in the Alternative Markets is to create flow; assisting issuers to launch alternative financings, finding co-investors for funds active in the markets and supporting liquidity by finding buyers for complex secondary alternative assets.

Our investment clients are all institutional. Shard Capital’s coverage of the market has taught us every investor has different aims and objectives. We target each deal towards the most likely institutional buyers.

Why Shard Capital?

Shard Rooted icon for service pages

Rooted within the industry

Our team has over ten years’ experience in dealing in alternative assets. We have a broad network and relationships are strong with major institutions.

Shard network icon for service pages

Viable alternative investment channel

Broad, stable, better aligned returns, diversification of risk and yields less correlated to the volatility of distorted financial assets.

More private and diverse opportunities

Our Alternative Asset service provides access to sectors such as private equity, venture capital, direct lending, private placements and secured debt.

Who is this service right for?

Asset managers Investment funds Independent financial advisers Private and commercial banks Family offices Insurance companies

Additional Information

Typically, we work with firms looking to raise more than £15m on a private placement basis in the form of senior, secured or preferred debt and in equity to finance growth, specific assets or a particular project.

Shard Capital can arrange smaller investments for institutional investors in Alternative Assets of between £1m – £5m.

 

Alternatives in an investment portfolio can address a number of investment themes, including:

  • Intelligence in the traditional financial asset market has become increasingly commoditised by regulations such as risk weightings, credit ratings, high frequency trading and compliance. The ability to outperform has become limited in mainstream financial assets
  • The attraction of Alternatives is providing returns more fully reflecting the real risks inherent in investments. They offer broader, stable, better aligned returns, diversification of risk and yields less correlated to the volatility of distorted financial assets
  • Alternative Assets tend to be more private and exclusive than financial assets. They can take the form of equity, hybrid, preferred or mezzanine debt, and senior debt. They can be formatted as specific instruments or included in fund structures

Contact us

E: info@shardcapital.com

T: 020 3971 7000

Team Members

Portrait image of Bill BlainBill Blain

Subscribe