About Us
A few words about us.
Our way is rooted in a deep commitment to creating lasting impact. This commitment means that for us, success is anchored in the values we aim to live every day.
- Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies.
- We believe that our people and the shared values we’ve espoused since our founding remain the core of our competitive advantage.
- We invest and engage in business to drive positive and lasting impact for companies, employees, communities and the environment
We are one of the world’s leading private investment firms with approximately $75 billion in assets under management that creates lasting impact for our investors, teams, businesses and the communities in which we live. Founded in 1984, we pioneered a consulting-based approach to private equity investing, partnering closely with management teams to offer the insights that challenge conventional thinking, build great businesses and improve operations. Over time, we have organically expanded this approach across asset classes to build one of the strongest alternative asset platforms in the world.
“An investment in knowledge pays the best interest.”
Benjamin Franklin, Founding father of the United States.
Where We Invest?
From our founding, we’ve held to the conviction that there is a different way for an investment firm to create value.
High-Tech / Future Technologies
Crypto, Blockchain, AI/ML, Web3
Renewable Energy
Solar panels, electric cars & bikes, and wind turbines.
Military & Aviation
Technology metals and rare earth elements critical in the production of fighter jets and airplane engine turbines.
Rare Earth Elements
4 rare earths whose supply is controlled and which are considered critical to several industries.
Our Mission Is To Help Our Clients Experience True Wealth
What does True Wealth mean to you?
Connect
A Diversified Global Investment Manager
Powered by a unique perspective and the expertise of our global investment professionals, we adapt to our clients’ evolving needs, providing them with innovative investments solutions and intelligent ways to achieve their investment objectives.
Why Strategic Metal Invest?
We are passionate about delivering expert advice to our clients, managing their assets, financial and family affairs, and creating solutions that enable them to reach their financial ambitions in highly competitive markets. We want to earn your trust day by day. This is our inspiration.
We respect Integrity and Privacy
Strategic Metal Invest is best defined by its integrity. We work side by side with our clients and partners, from choosing the right program through to the completion of the application process and beyond.
Active Governance & Stewardship
Promote active and engaged governance, holding ourselves accountable for driving value with high integrity in partnership with our investments and portfolio companies.
Responsible Business
The concept of enduring common goods – something that everybody benefits from, but no-one is individually responsible for – helps us apply the principles of responsibility.
Honesty, candour, and an ethos of partnership.
We will tell you what we plan to do, what we are doing, and how we have done. And we will treat you how we would like to be treated.
Our Bespoke Services
We only work with clients where we know we can add substantial value to their lives.
Individuals
- Wealth Management
- Crypto Assets
- Offshore Accounts
- Second Citizenship
- Discreet Portfolio Handling
Business
- Discreet Wealth Management
- Book Keepings
- Discreet Assets Investments
- Contract Lobbying
- Liaison
Clients
Projects
Countries
Employees
Business Engagement Priorities
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Board quality and effectiveness
The performance of a company's board of directors is critical to their financial success. We believe that high qualit, diverse and independent boards are most effective at overseeing and counseling management.
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Strategy, purpose and financial resilience
Strategic Metal Invest is not in the position to dictate a company's strategy or its implementation. As investors focused on long-term success, we look to companies to demonstrate how their long-term corporate strategy, purpose and culture are aligned to drive durable financial performance.
We believe purpose-driven companies that effectively balance stakeholder considerations are better positioned to attract long-term capital, build resilience and ultimately deliver better value for their shareholders. -
Incentives aligned with financial value creation
Compensation is important for attracting, rewarding and retaining the best executives and employees. It is also a focus in many of our Investment Stewardship team's engagements with companies we invest in on behalf of Strategic Metal Invest's clients. A well-structured compensation policy should align the economic interests of management and long-term shareholders.
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Climate and natural capital
As the world transitions to a low-carbon economy, we talk to companies about how the material risks and opportunities presented by the energy transition might impact their ability to deliver long-term value in the context of their business model and sector..
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Company impacts on people
In our experience, companies that build strong relationships with their stakeholders - including employees, customers, suppliers and communities - are more likely to meet their business goals.
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Engagement in practice
As long-term investors on behalf of clients, we seek to have regular and continuing dialogue with management and directors to advance sound governance and business practices aligned with long-term financial value creation, as well as to understand the effectiveness of the company’s management and oversight of material issues. Engagement provides us an opportunity to hear directly from directors and management about how their approach is aligned with durable, long-term financial value creation and to share our perspectives.
What they say
We had never acquired a company before, so it was important to make sure that we had partners who were able to give us the tools and the frameworks to be able to run an acquisition of this scale.
Saul Goodman
Rocket Labs
Our decision to partner with Strategic Metal Invest was really about the operational expertise and developing an understanding of the team with whom we would be going into the trenches.
Susanne Williams
Blue Origin
Strategic Metal Invest has been an important strategic growth partner for us across many dimensions, including collaborating with us on launching new businesses, M&A, and investment solutions.
Jena Karlis
Contract Map Research
Strategic Metal Invest is the ingredient that was necessary to bring a company like HST & Casetabs together. I’m not sure that would have happened without Strategic Metal Invest’s leadership and involvement
Matt Brandon
JP Morgan Chase & Co
Strategic Metal Invest is a true partner and problem solver. Their forward-thinking approach to secular trends has propelled our firm.
John Larson
Veristat
True Wealth is knowing that you have a partner you can trust.
We have assembled a team of experts who have years of experience in solving the unique problems faced by people just like you.
Meet the Board
Our business is built on our people and throughout our teams runs a culture that is based on striving every day to better ourselves. We have a strong pedigree of teaming experience with fresh talent, drawn from our long-standing relationship with the clients.
Our board provides a wealth of experience as well as a progressive mindset, that together drives the firm forward and makes sure we grow without losing sight of our purpose or culture. It focuses on strategic matters of the business, from capital deployment to future planning.
Walter David
Chief Executive Officer | Chartered Financial Planner | FellowHas spent the past decade successfully growing the business his father started over 30 years ago, while maintaining the culture of a staff and family-owned business. Prior to joining SMI, was a Managing Director and co-Head of European equity derivatives at Morgan Stanley, and he also previously qualified as a chartered accountant. His wealth of experience was useful for his role as a member of the FCA Smaller Business Practitioner Panel, where he represented the investment management sector for six years. In his spare time, He enjoys gardening, cooking (he will BBQ come rain or shine) and racquet sports. He’s recently discovered padel, a cross between tennis and squash, and is particularly proud of achieving a national padel ranking in 2021!
Rachel Jhonson
Risk & Compliance Director | Chartered Financial Planner | FellowRachel is our Risk and Compliance Director and has been a member of the board since 2014. She believes in helping members of staff navigate the various rules and regulations to do their jobs well, and work towards the best interests of our clients. She started her career in Colorado and joined Strategic Metal Invest in 2007 when she moved to the UK. She has worked in, and managed, various aspects of our operations, CASS and risk management functions, making her an invaluable and extremely knowledgeable part of our team. In her spare time, She enjoys reading, painting and walking her dog, Otis.
Tim Holland
Chief Investment ManagerTim has worked for over 15 years, where he was Investment Director. His role is to manage clients’ portfolios, provide input into investment processes and work with the financial planning team. He also runs the AIM portfolio service and provides input on real estate investments. He has always enjoyed helping our clients secure their financial futures and gets a strong sense of satisfaction in letting clients know they can achieve their goals. Outside of the office, He enjoys hill walking, cycling and martial arts.
The more diverse our workforce, the richer our company culture – boosting our strategic power and brain trust.
Global Strategic Team
Strategic Metal Invest is spread across 15 countires and 4 continents.
Briggeta Valerin
Australia & New Zealand
William Anderson
South Africa
Charles Benny
Indian Sub-continent
Gerald Oscar
Operations - Global Team
Silvia Mcwhite
Russia
Naomi Peter
Caribbean Region
Saahil SM
India - South O.M
Michael William
SE Asia
Mohd Azhar Shaik
India - Admin
Wealth Management Is About More Than Money
It’s about protecting your family, it’s about simplifying your Financial Journey and helping you achieve financial peace of mind.
Contact
You can reach us regularly from Monday to Friday from 09.00 to 17.00. For general information, please contact:
Address
Devonshire House
Mayfair Place
London, W1J 8AJ
United Kingdom
Email Us
Open Hours
Monday - Friday
9:00AM - 05:00PM