INVESTMENT STRUCTURING

GIVING CAPITAL THE RIGHT STRUCTURE

portfolio purpose ATIB

WHY STRUCTURE MATTERS

An investment is only one part of the decision. Before capital is committed, the parties may also need clarity over ownership, funding, decision-making, risk, distributions, additional capital and eventual exit.

ATIB works with private clients, families, entrepreneurs and investors seeking to organise financial participation around the purpose of the capital and the nature of the underlying opportunity.

A well-considered structure can make responsibilities, financial interests and decision-making arrangements easier to understand from the outset. It does not remove commercial or investment risk, but it can reduce unnecessary ambiguity and support more disciplined implementation.

The appropriate approach will depend on the investment, the participants, the jurisdictions involved and the client’s wider financial position.

STRUCTURING CAPABILITIES

The financial structure should reflect the economic purpose of the investment, the parties involved and the responsibilities each participant is expected to assume.

Ownership & Holding Arrangements

Consider how investments may be held through companies, partnerships, family investment arrangements or dedicated vehicles aligned with the intended purpose of the capital.

Special-Purpose Vehicles

Financially coordinate a dedicated vehicle for a defined asset, project or transaction where ownership, obligations, cash flows and risks need to be considered separately.

Co-Investment Structures

Establish greater clarity over capital commitments, ownership interests, approval rights, distributions, additional funding, reporting and potential exit arrangements.

Cross-Border Coordination

Consider currencies, capital movement, ownership, control, counterparties and financial requirements where investors or underlying assets are located in different jurisdictions.

EXPLORE UHNW & FAMILY OFFICE

CLARITY BEFORE CAPITAL IS COMMITTED

A clear structure helps investors understand how an opportunity is intended to operate before funds are deployed and obligations are assumed.

  • Clear ownership and economic participation

  • Defined capital commitments and funding responsibilities

  • Transparent decision-making and approval rights

  • Greater clarity over risk and financial obligations

  • Agreed reporting and distribution arrangements

  • A clearer framework for additional funding or exit

ATIB may help outline and coordinate the financial and commercial framework while the client’s appointed legal, tax, regulatory and fiduciary advisers address their respective responsibilities. Every structure remains subject to applicable requirements, client eligibility, internal approval and service availability.

STRUCTURE SHOULD SUPPORT THE INVESTMENT

Investment structuring should not create complexity for its own sake. A well-designed arrangement should make ownership clearer, responsibilities more explicit and financial outcomes easier to understand.

This capability may be relevant for private clients investing alongside other parties, entrepreneurial families holding several assets or businesses, family investment companies, founders reinvesting proceeds from a liquidity event and investors participating in private-market opportunities.

Where the requirement concerns how capital will be invested, clients may explore Portfolio Management & Capital Growth or Asset Management. Financing for a company, project or transaction may instead be addressed through Corporate & Structured Finance.

DISCUSS AN INVESTMENT STRUCTURE