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The Firm

Our mission is to navigate the breadth of the financial world, to source the best parts from within our financial institutional partners and to come up with the best possible constructed solutions to help clients meet their financial goals.

Established in 2007, Plurimi is an independent wealth management business with offices in London, Dubai, Monaco and Gibraltar.

We believe our approach is unique

We focus on Service – we have fewer clients per relationship team and align ourselves with our clients.

We find Solutions – having access into a broad array of institutions allows our clients flexibility and choice.

One Stop Shop – we act as the gateway on your behalf across all your investment needs. We aim to simplify the complex.

Our Scale and Experience allows our clients to benefit from our ecosystem and networks.

Safety of Assets – we are not a bank but we help you open accounts with high quality credit worthy institutions on which we advise.

We work with you at the outset and help you Design the most optimal solution based on your needs, not just at one bank but often harnessing the capabilities across several institutions.

Wealth Redesigned

80 experienced professionals

Global team

6 billion

AUM

400

Number of clients

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Access to Booking Jurisdictions

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Partners

Oppenheimer & Co.
Multrees
GAM Wealth Management
BNP Paribas
Brown Shipley
Credit Suisse
Edmond De Rothschild
Hedgebay
J. Safra Sarasin
LGT
Lombard Odier
Societe Generale
UBS
Morgan Stanley Investment Management
Natixis
TFS
Goldman Sachs
Leonteq
Anova Partners
CIBC
Toscafund Asset Management
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Case Study
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Case Study

Case Study 1

Client had multiple segregated equity portfolio’s which were difficult to actively oversee and understand true exposures.

There was often high overlap between holdings, high correlation between managers, low tracking error with fee’s made outperformance challenging.

Plurimi took over oversight across all portfolio’s and provided consolidated reporting with ongoing analysis and monitoring. Plurimi highlighted the concentration of themes between managers with suggestions for improvement.

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Case Study 2

Professional and seasoned financial veteran was an active structured product investor. Client has one bank where he would get ideas, pricing and execution. Client wanted to expand idea generation, issuer diverisification and ability to price across multiple issuers without having to open new relationship.

Plurimi was able to offer access to the ‘street’ and typically four competing prices for any issue. Notes were settled at the client’s custodian without the need to open any new accounts.

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Case Study 3

Professional client needed institutional equity coverage. Client had a Swiss based private banking relationship which did not offer dedicated institutional equity coverage.

Plurimi introduced client to institutional trading team at a U.S. investment bank. The team were active advisors across global equities and offered European, US and Asian coverage hours.

Client also needed specific lending requirements which could not be offered by the existing Swiss bank.

Plurimi worked with institutional brokerage team, Swiss private bank and third party financing bank to construct a solution for the client.

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