The idea for Iridis originates back from 2011. We set out to provide bespoke financial services together with operational support to wealthy clients, institutions plus corporates on their various investments and assets from liquid and listed investments to direct held assets. A global estate and operations approach.

We realized that our methods and concepts used in Investment and Wealth Management can be applied in the corporate and direct private equity world. We have identified that in the interlink between the ownership of the direct investments and the liquid assets, there exists optimizable opportunities, some “low hanging fruits” that can be harvested.

Our global approach and understanding of client needs for their asset portfolio provides a robust way to optimize the assets. A global assessment of the clients portfolio-preferences and risk tolerances is established through a breakdown of risks and opportunities.

Iridis will deliver a bespoke service, structured and optimized to your needs and wishes, helping you achieve your goals while protecting and optimizing the value of assets and wealth, which you have worked hard to accumulate. Because we focus on your needs, you can spend more time doing the things they love and live fuller and richer live.

We employ a proactive, structured and collaborative process to understand whom you are and what you want to accomplish, enabling us to construct and implement your customized plan and wishes for all areas of the financial and operational life.

We seek to become your strategically, tactical and operational opportunity manager.