Advising on Real Assets,
Unlocking Real Potential
Experienced Leadership
A boutique firm with 80+ years of combined experience in real assets, offering comprehensive advisory services including debt structuring, transaction management, portfolio construction, and asset management.
Extensive Network
Strong European presence through a deep network of market-leading operating and third-party service partners, ensuring high-quality, tailored solutions.
Agile Approach
A nimble team structure that enables flexibility to capitalise on key investment opportunities and build platforms for client success.
Commitment to Diversity
We champion diversity and actively support the next generation, believing it’s essential to both our company culture and the broader industry.
Our Approach
Our Approach
About
Portelet Advisory is an independent firm based in the heart of London, bringing over 80 years of collective expertise in real asset solutions for Private Family Offices and Institutional Investors.
Investments and Transactions
We originate and research global equity and debt real asset opportunities through our extensive network, offering direct investments, funds, joint ventures, or co-investments. Our comprehensive due diligence process, supported by trusted third-party providers, ensures seamless execution and capital deployment oversight.
Debt Capital Markets
We create tailored portfolios and asset allocations based on established investment policies and target returns. Our ongoing review and optimisation of both new and existing investments maximise returns while aligning with capital and risk requirements. Regular risk and portfolio monitoring ensures consistent performance.
Portfolio Management
We provide strategic guidance on balance sheet management and innovative funding solutions. Our services include raising, structuring, negotiating, and executing secured or unsecured funding, alongside continuous balance sheet oversight and institutional-quality reporting.
Compliance and Governance
We focus on optimising capital, legal, and tax structures to enhance returns, while conducting risk-based evaluations of all investments. We establish governance frameworks, including investment committees, for each proposal and ensure operations comply with a robust regulatory environment.
Our Services
Portelet builds long-term relationships with Private Family Offices and Institutional Investors, offering strategic advice on both existing portfolios and new real asset opportunities. We tailor portfolios to achieve sustainable, risk-adjusted returns while managing downside risks. Our passionate, accountable team prioritises clients, people, and communities, backed by deep expertise and a proven track record in real estate.
