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Those clients we may treat as elective professional clients (as defined by the FCA Handbook COBS 3.5) where the procedures to opt-up a client to professional client status have been satisfied.

In compliance with the Alternative Investment Managers Directive 2011/61/EU, those clients we may treat as qualified investors within the meaning of art. 10 para. 3, 3bis and 3ter CISA.

Those per se professional clients or eligible counterparties (as defined by the FCA Handbook COBS 3.5).

Please note that we only have permission to deal with UK professional clients and Swiss qualified investors for certain strategies. Our strategies are not suitable for retail clients.

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Qualified investor
Professional private client
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    • Who we are Founded for the need to preserve, protect and grow our own capital.
    • Our people Get to know our dedicated, experienced team.
    • Our approach An entrepreneurial spirit defines our individual and collective strength.
    • Responsible investing We invest responsibly, taking the long term view.
    • Philanthropy Philanthropy underpins much of the work we do.
    • Arts Supporting the arts on behalf of our clients and partners.
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    • Public equities Long-term, responsible investing aiming for inflation-beating returns.
    • Real estate We seek best-in-class real estate assets across the UK and Europe.
    • Aviation finance Real assets offering long-term investments geared for income.
    • Private debt Private debt offers a potential illiquidity premium that can exceed returns.
    • Private equity Access to high-growth, early-stage companies and off-market luxury assets.
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    • Keeping you up to date on the latest Floreat news and views from our team.
      • in the news Floreat real estate successfully completes €12.75 million sale...
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    • If you would like more information about our capabilities and services, please get in touch.
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  • Privacy policy

Privacy policy

Who are we

This privacy notice sets out how we, Floreat Group, 33 Grosvenor Street, London W1K 4QU use and protect any personal information we collect or generate in relation to you whilst using our site.

Should you visit our offices in person, any information you provide will be processed in accordance with our Visitor Privacy Policy.

Any changes that enable you to provide additional personally identifiable information when using this site, will only be used in accordance with this Privacy Notice.

We have reviewed and updated this Privacy Notice together with our policies, processes and procedures to comply with the General Data Protection Regulation (EU) 2016 / 679 (GDPR) and the UK Data Protection Act 2018 (the Data Protection Regulations).

We may change this policy from time to time by updating this page. You should check this page from to ensure that you are happy with any changes.

What we collect and the purpose of processing

The types of personal data we collect from using our site:

  • Personal data when using the 'Contact Us' or 'Subscribe' forms
  • Traffic log cookies when you visit our website (further information is contained in our Cookie Policy)
  • From time to time, we may allow third parties to use tracking pixels (see 'Source of data and recipients of your data' section below) which help us understand how you navigate and use our website.


The types of personal data we collect when you call our offices:

  • In order to comply with our legal obligations, all phone calls made to our office numbers are recorded.

Your consent

By continuing to use our website, you are agreeing to us:

  • Using the personal data on the 'Contact Us' and 'Subscribe' forms
  • Placing cookies on your computer


Please read this notice carefully for details about the information we collect when you use this site. If you do not wish to accept cookies in connection related to this site, you must disable them using your browser settings.

What we do with the information we gather

Contact Us form and Subscription form

We use the personal data provided on the 'Contact Us' and 'Subscribe' forms to communicate with you for the stated purpose(s) in your request.

This information is stored and, if we do not have an ongoing relationship with you, deleted after 36 months.

Cookies

We use the cookie information to understand your needs and provide you with a better online browsing service. The cookie information we collect is aggregated and anonymised for our analytical purposes (using Google Analytics). It is not shared with any other third parties. For information on how to disable cookies or opt-out of Google Analytics, please see our Cookie Policy.

We only use that information to inform any changes to the website. 

We use traffic log cookies to identify which pages are being used. We analyse this data to improve our site and tailor it to our clients' needs. We only use this information for statistical purposes. We also may use cookies to track campaigns from banner advertisements and opt-in emails, as and when we use them. 

This information is stored and, if we do not have an ongoing relationship with you, deleted after 36 months.

Phone call recordings

All phone calls made to our offices are recorded and securely stored, in compliance with legal and regulatory obligations. 

This information is stored,  and deleted after seven years, in line with industry standards, unless we have an ongoing relationship with you in which case the data is deleted 7 years after the termination of such relationship.

Links to other websites

Our site may contain links to other sites of interest. However, once you use these links, we do not have any control over that external site. We cannot be responsible for the protection and privacy of any information you provide whilst visiting sites that are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to external sites. 

Source of your data and recipients of your data

Source

All of the data from the 'Contact Us' or 'Subscribe' forms and cookie data comes from you, by use of our site.

Recipients

We may use third-party providers (data processors) to help us determine which of our content or advertisements are most likely to be of interest to you. There providers may use behavioural information, such as how you navigate online, to help provide relevant content or advertisements to you.

We also allow some of these companies to use tracking pixels. Tracking pixels may be used to collect or store information about visits to our site, such as which pages you viewed and how long you spent, as well as the specific advertisement that you clicked to visit our sire. No personally identifiable information is stored on these cookies or web pixels. The information reported to us is aggregated and anonymous.

Automated decision making

No automated decisions are made using any personal information collected using this site. 

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Controlling your personal information

You may choose to unsubscribe from newsletters at any time.

You may choose to restrict the collection or use of your information, you can choose to:

  • Delete and block cookies, and
  • Opt-out of being tracked by Google Analytics


For information on how to disable cookies, or opt out of Google Analytics, please see our Cookie Policy.

Data Transfers outside the EEA

We do not send any Personally Identifiable data collected via our site outside of the EEA unless you have consented for us to do so, for example: if you provide contact data which is outside of the EEA.

Data Processor agreements

Where we may use third parties to process any personal data collected from this site, we ensure that they have committed to ensuring appropriate technical and organisational measures are in place to meet their obligations under the Data Protection regulations. 

Your rights

You are entitled to ask about the data that is held about you, subject to certain exceptions. This is called a Subject Access Request (SAR). These should be made by email or in writing to our Data Protection Manager at the following addresses:

Email: legal@floreat.com
Address: Data Protection Manager, 33 Grosvenor Street, London, W1K 4QU

In addition, the Data Protection Regulations provide the following rights for individuals:

  • The right to be informed
  • The right of access
  • The right to rectification
  • The right to erasure
  • The right to restrict processing
  • The right to data portability
  • The right to object
  • Rights in relation to automated decision making and profiling


If you would like to exercise any of your rights under GDPR, please email our Data Protection Officer.

We will make every attempt to ensure you are satisfied with our handling of your data queries or requests. However, you have the right to complain or report a concern to the Information Commissioners Office (ICO) if you are not satisfied with our handling of your requests about the protection of your data.

Last updated: September 2020

  • About Us cta arrow
    • Who we are
    • Our people
    • Our approach
    • Responsible investing
    • Philanthropy
    • Arts
  • Our capabilities cta arrow
    • Public equities
    • Real estate
    • Aviation finance
    • Private debt
    • Private equity
  • Our services cta arrow
    • We offer a truly integrated service to help preserve and grow the wealth of our clients.
  • News cta arrow
    • Keeping you up to date on the latest Floreat news and views from our team.
  • Contact us cta arrow
    • E info@floreat.com
    • T +44 (0)20 7318 0600
    • Investor relations
    • E investorrelations@floreat.com
    • T +44 (0)20 7318 0617
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©2021 Floreat
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Floreat Merchant Banking Limited is authorised and regulated by the Financial Conduct Authority with no. 593551. Registered in England and Wales, no. 06681961. Registered office: 33 Grosvenor Street, London, W1K 4QU.