Hassium brings the tailored solutions, investment expertise, and personal service you would expect of a private bank. We work in close partnership with each client to design investment portfolios and provide strategic, tailored advice.
2006
Year Founded
FCA
Regulated
Mayfair
London
Bespoke solutions.
Institutional pricing.
We help our clients identify investment solutions with a bespoke approach built for only them. Whether we are advising on investments or managing them at our discretion, we have no sales agendas or products to push. Our independence is central to how we operate — we are not tied to any specific products or investment providers, which allows us to identify and implement the most appropriate solutions guided solely by each client's individual goals.
Our philosophy is centered on growing the real value of client assets over time. From cash mandates to all equity portfolios, our investment process always starts from the preservation of capital across generations.
Investing should not be shrouded in mysticism. We invest in quality, liquid assets across global markets, focusing on fixed income and equities and liquid diversifiers both directly and through funds. We avoid illiquidity and prefer simplicity.
We do not manage the custody of client assets. All assets are held with an independent third-party custodian selected by the client, offering full transparency and flexibility throughout the process.
We take a quantitative and qualitative approach to deliver a bespoke offering. Asset allocation is founded in long-term fundamental analysis, risk management, tracking error, and conviction.
Partnership from day one, across generations
The journey as a Hassium client begins before onboarding. It is often multifunctional and, we hope, evolves over multiple generations. Service and partnership underpin this journey - both are crucial to us.
We ensure that becoming a Hassium client is as straightforward as it can be. We complete as much of the administration as we can on our side and provide guidance on the rest. Digital access is available throughout.
Time is dedicated to understanding objectives, expectations, constraints, and risk approach. Clear and consistent communication underpins our service, supported by regular market commentary and strategic updates.
All clients have access to the investment team and senior members of the firm. Our partnership structure incentivises employees to grow with Hassium and become owners of the business.
Every element of our reports is customised to your needs. Most crucial is transparency and simplicity — we avoid jargon and ensure clients understand what is in their portfolios at all times.
Next generation education is a key principle at Hassium. Where required, we work closely with our clients to educate family members on financial markets, investment products, and risk management.
Whether we manage your capital directly or advise on it from outside, our independence doesn't change. No in-house products, no ties to any manager.
At our core we build and actively manage portfolios, investing in multi-asset portfolios, via direct securities and through funds. Every portfolio is segregated and designed to meet your objectives. Our approach is cost-effective, and transparent, we have complete independence and full access to the market, our best decision is doing what is right for our clients' portfolios.
As an OCIO we work as your family office granting you full access to the team and our resources. This service includes but is not limited to:
Large families are institutions. For assets in excess of $50m, we move beyond a traditional portfolio in favour of an institutional framework. Within our institutional portfolio offering, we:
Our Team
A team of investment professionals with backgrounds spanning Goldman Sachs, Cambridge Associates, and Coutts, united by a shared commitment to independent, client-first advice.
CEO & Partner
Bharat has over 12 years of investment experience ranging from providing OCIO services for $100m+ institutional mandates to actively managing over $500m of discretionary multi-asset AuM at both Hassium and previously at Cambridge Associates. As CIO, Bharat is responsible for the Hassium investment process, portfolios, and investment team. He holds a BSc First-Class Honours in Economics.
COO & Head of Compliance
Hayley has over 30 years of operations, risk management, and compliance experience, including 25 years at Goldman Sachs and various wealth management roles within the MFO industry. She is responsible for Hassium's operational processes and compliance function, and is an associate member of the CISI holding a Level 3 Certificate in Global Financial Compliance.
Senior Advisor
Tim has over 25 years of experience across law, banking and asset management, having worked at institutions including Baker McKenzie and JP Morgan before becoming CEO of Amadeus Capital, a Geneva-based independent asset management firm. Tim supports Hassium as a Senior Advisor, supporting client relationships, Hassium's investment process and consulting services, as well as providing strategic support to the management team. Tim holds a Master’s degree in European Business Law from the University of Paris.
Senior Private Banker
Mark has over 20 years of investment and private banking experience including 16 years at Coutts Private Bank. Mark looks after the investment portfolios for international private families. Mark inputs into the Hassium investment process. Mark holds the CISI Level 4 Investment Advice Diploma and the Certificate in Mortgage Advice and Practice. Mark is an avid fund raiser for a number of hospice charities.
Junior Portfolio Manager
Nick has 5 years of investment experience and is involved in Hassium's investment process across both discretionary management and in an advisory capacity. Nick plays a key role in portfolio management, investment research, and leads consolidated reporting within Hassium's OCIO offering. Nick holds a First-Class Degree in Chemical Engineering and a Master's in Finance and Investments, both from Loughborough University, and is a CFA charterholder.
Financial Analyst
Jana is involved in investment research and supports the Investment Team in management of discretionary client portfolios. With experience spanning both asset management and wealth management, she supports the broader investment process, engages with clients, and contributes to portfolio decisions across a wide range of client mandates. Jana holds a degree in Mathematical Sciences, majoring in Financial Risk Management, from Stellenbosch University.
Financial Analyst
Fitz is involved in investment research and supports the team in the management of discretionary client portfolios. Fitz holds a degree in Politics and International Relations from Durham University. Prior to joining Hassium, Fitz spent a year working in capital introductions, working alongside fund managers and institutional investment teams, gaining a deep exposure into institutional investment strategies and client mandates.
Investment Operations & Compliance Analyst
Ilina is involved in Hassium’s investment operations, playing a key role in ensuring the efficient execution of operational processes and the day-to-day support of the investment team. Ilina supports Hayley across regulatory obligations and operational matters. Ilina has over one year of industry experience and holds a degree in Business and Human Resource Management from the University of East Anglia.
Executive Assistant
Helen supports the Senior Leadership Team with day-to-day operations across the business. With a strong background in recruitment, she has spent much of her career supporting C-suite executives with operational, administrative, and coordination responsibilities, helping to ensure the smooth running of the business.
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