Nick Perryman MSc MBA CharteredFCSI MBPsS
Co-founder and Managing Partner
Nick has over 20 years of experience in wealth management, predominantly spent at UBS where he was a Managing Director. He held a number of senior leadership roles, including Head of Wealth Management for Global Emerging Markets in London, where he led a sizable business advising wealthy families in Central & Eastern Europe, Middle East, Turkey, Israel, Africa, Latin America and Asia-Pacific.
For six years, Nick was Head of Investment Products and Services where he led the investment management, capital markets, alternative investments, lending and wealth planning functions, responsible for over USD50 billion of client assets, and a sizable lending book. He also founded the client philanthropy unit in the UK, which supported clients in maximising the strategic impact of their giving. He has been a regular media commentator. Over the years, he has also maintained a strong academic interest in business psychology.
He has served on numerous non-profit boards and is currently Vice Chairman of the governing body of Royal Holloway, University of London, amongst the top 25 in the UK and 250 globally. He also chairs the committee overseeing the university’s USD100 million endowment.
He holds MSc in Organizational Psychology and MBA in Finance degrees from the University of London, is a Chartered Wealth Manager, Chartered Financial Planner, Chartered Fellow of the Chartered Institute for Securities & Investment and Member of the British Psychological Society. He was elected Fellow of the Royal Society of Arts for his work in philanthropy. He is also a part-time Doctoral researcher in organizational psychology and family-owned business at Durham University.
Dr Baris Serifsoy Dipl-Kfm MBA CFA FRM
Co-founder and Managing Partner
Baris has over 15 years of experience in wealth management and investment banking in London, Zurich and Frankfurt. Between 2006 and 2020, he worked for UBS, where he was a Managing Director.
He served as Head of the Global Family Office, Ultra High Net Worth Emerging Markets and Financial Intermediaries units for UK and Jersey, offering wealth management, structuring, lending and investment banking solutions to the largest clients of the firm. His team was entrusted with over USD12 billion of client assets. Prior to this, he was responsible for various teams serving wealthy families in Central & Eastern Europe, Middle East, Turkey, Israel, Africa, Latin America and Asia-Pacific.
Before joining UBS, Baris was a research assistant to the Chair of International Banking and Finance at the Goethe University Frankfurt and a visiting scholar in Finance at the Wharton School, University of Pennsylvania. He published papers on global stock exchanges in peer-reviewed academic journals, including the prestigious Journal of Banking & Finance, and was a regular commentator in the media.
Baris holds a Doctoral degree in Finance from Goethe University Frankfurt and the Diplom Kaufmann degree from the University of Regensburg, as well as an MBA degree. He has completed the Chartered Financial Analyst and Financial Risk Manager programmes.
Partner, Corporate Advisory
Philipp has over 15 years of experience in principal investments and M&A transactions investing and advising on transactions across Europe, the US and Asia.
He was a Director at Augusta & Co since 2013, leading sell-side and buy-side M&A mandates covering European and Asian renewable energy assets (offshore wind, onshore wind and solar PV). Prior to Augusta, he spent seven years with principal investments at JPMorgan, including five in the tax equity business in Chicago where he helped to invest in numerous transactions representing over $5bn of investments.
Philipp is also the founder and chairman of The WikiRate Project, a non-profit which runs wikirate.org, the largest open data platform that brings corporate ESG data together in one place, making it accessible, comparable, and free for all.
Philipp studied engineering and holds a Diplom Ingenieur from the Technical University, Berlin. His studies continued in finance and management, leading to a Diplom Kaufmann, Diplôme de Grande Ecole and an MSc from ESCP Business School. He gained the Chartered Financial Analyst designation in 2009.