We help exceptional entrepreneurs and families manage their investments and financial life.

We're
unconstrained

We are independent in our thoughts, actions and purpose. Our client’s strategy is our focus.

We're
experienced

We have built experience and networks investing across asset classes and cycles. We have worked with our families through triumphs and challenges. Our investment team is hungry, curious and open-minded. We benefit from a truly world class advisory board.

We're
partners

We are humble enough to know we can’t do it all. We work with world leading partners to achieve the best results for our clients.

Islandbridge

Islandbridge Capital Limited is authorised and regulated by the Financial Conduct Authority (Firm reference number 491377). Incorporated in England and Wales, company number 6387449.

Contact Us

18 Albemarle Street
London, W1S 4HR
Tel +44 (0)20 3405 1040
investor.relations@ib-capital.com

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2022 © Islandbridge Capital Limited. | Authorised and Regulated by the Financial Conduct Authority.

Legal Disclaimer

The information within this site (the ‘’Website’’) is issued by Islandbridge Capital Limited (“Islandbridge” or “the Firm”) to sophisticated investors who are professional clients or eligible counterparties under the Rules of the United Kingdom Financial Conduct Authority (“FCA”) and “Accredited Investors” as defined in Regulation D promulgated under the U.S Securities Act 1933 as Amended (“the Securities Act”) and “Qualified Purchasers” as defined under the U.S Investment Company Act 1940 as Amended (“the Company Act”).

The information within this site is unsuitable for any other party who should exit the Website immediately. If you are unsure as to whether or not you qualify, please contact Islandbridge.

The information below explains the legal and regulatory restrictions in relation to the Islandbridge website.

Please read the Terms carefully which may be subject to change without notice. By accessing any page of this Website, you agree to be bound by the Terms below. If you do not agree to the Terms below, please exit the Website. This page is designed to filter out unsuitable categories of investor from accessing the site and as such Islandbridge cannot be responsible for any misrepresentations you may make in gaining unauthorised access to the site.

These Terms may be amended without notice to you. Your continued use of the Website following any changes will mean that you accept such changes.

Regulatory Disclosures

Islandbridge is authorised and regulated by the FCA as an investment manager in the UK.

Most if not all of the protections provided by the United Kingdom regulatory system will not apply to investments in the products detailed within this site. Access to this Website from certain countries may be restricted by law and you are required to determine that you are permitted to access it.

Commitment to the uk stewardship code

Under the provisions of the FCA’s Conduct of Business Sourcebook, Rule 2.2.3R, Islandbridge is required to disclose the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (the “Code”) or, where it chooses not to commit to the Code, its alternative investment strategy. Islandbridge pursues investment strategies that do not take an activist shareholder approach. As a result, whilst Islandbridge supports the objectives that underlie the Code, the Firm does not consider the Code’s provisions to be relevant to the type of investment it currently undertaken. If the Firm’s investment strategies change in such a manner that the provisions of the Code become relevant, the Firm will amend this disclosure accordingly.

SHAREHOLDER RIGHT DIRECTIVE

MIFID II RTS 28 DISCLOSURE

Islandbridge best execution disclosures required under RTS 28 of the Directive 2014/65/EU in financial instruments (“MiFID II”) are available here.

DATA PROTECTION

Please refer to Privacy Policy published on this Website.

CONTENT OF WEBSITE

By proceeding you agree, so far as this is permitted under the provisions of the UK regulatory system, to the exclusion by us of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. This paragraph will not exclude any liability for, or remedy in respect of, fraudulent misrepresentation. This Website is published solely for informational purposes and has no regard to specific investment objectives, financial situation or particular needs of any person. Any opinions or estimates included herein constitute a judgment as of the date of publication and are subject to change without notice. Similarly, any documents or other information included or posted on this Website are subject to change, replacement or withdrawal without notice. It is the responsibility of users of this Website to ensure they are aware of the current documentation and information published on this Website from time to time. No reliance may be placed for any purpose on the information and opinions contained in this Website or their accuracy or completeness and no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this Website.

INVESTMENT RISK

There are significant risks associated with investment in the products outlined in the site. Investment is intended for sophisticated investors who can accept the risks associated with such an investment including a substantial or complete loss of their investment and who have no need for immediate liquidity in their investment. Investments will be subject to strict limitations on transferability and withdrawal. There will be no secondary or public market.

The value of investments and any income derived from them can go down as well as up and the value of an investor’s investment may be subject to sudden and substantial falls. The loss on realisation may be very high and could result in a substantial or complete loss of investment.

Most if not all of the protections provided by the United Kingdom regulatory structure will not apply to investments. Investors should be fully aware of the restrictions on transfer of investments.

Some investment positions may be illiquid and investment may be made in non-publicly traded securities.

The foregoing list of risk factors is not complete and reference should be made to the relevant prospectus, offering document, subscription document, disclosure document and/or investment management or advisory agreement (the ‘’Offering Memorandum’’). This Website does not constitute, and under no circumstances should it be considered in whole or in part as, an offer, a solicitation, advice or a recommendation to purchase, subscribe for or sell the financial instrument(s) or investment portfolio(s). Any such offer, if made, would be made only through the Offering Memorandum and only in jurisdictions where, and to such persons to whom, such an offer would be lawful. An investment may only be made after receiving and reviewing the Offering Memorandum and the risk factors contained therein. You should rely only on the Offering Memorandum in making any decision to invest.

SOLICITATION

The site does not constitute and should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. Persons resident in territories other than the UK should consult their professional financial advisers as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in any product described in this Website.

ADVICE

No information contained within this Website should be construed as investment advice.

TAXATION

Taxation will depend on individual financial circumstances and the country of residence.

UNREGULATED SCHEMES

Some investment portfolios are unregulated collective investment scheme where promotion or offering in the United Kingdom is restricted to institutions or individuals falling within COBS 4.12, Chapter 4 of the FCA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001).

When viewing any area of the site related to this unregulated fund, you confirm that you are authorised to carry out investment business under FSMA or are a person falling within the eligible categories of permitted investors (Rule 4.12, COBS Chapter 4 of the FCA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001)).

By proceeding you confirm: that you are not a private or retail investor or subject to any jurisdictional restrictions permitting access to information on unregulated collective investment schemes and that you fall within one of the permissible categories under Rule 4.12, COBS Chapter 4 of the FSA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001.

Distribution of information contained on this site is strictly prohibited without express permission from Islandbridge.

Privacy Policy

1. INTRODUCTION

Islandbridge Capital Limited (“Islandbridge”) is committed to conducting its business in accordance with all applicable Data Protection laws and regulations and in line with the highest standards of ethical conduct. This policy sets forth the expected behaviours of Islandbridge Employees and Third Parties in relation to the collection, use, retention, transfer, disclosure and destruction of any Personal Data belonging to an Islandbridge Contact (i.e. the Data Subject).

Personal Data is any information (including opinions and intentions) which relates to an identified or Identifiable Natural Person. Personal Data is subject to certain legal safeguards and other regulations, which impose restrictions on how organisations may process Personal Data.

An organisation that handles Personal Data and makes decisions about its use is known as a Data Controller. Islandbridge, as a Data Controller, is responsible for ensuring compliance with the Data Protection requirements outlined in this policy. Non-compliance may expose Islandbridge to complaints, regulatory action, fines and/or reputational damage.

Islandbridge’s Board of Directors is fully committed to ensuring continued and effective implementation of this policy, and expects all Islandbridge Employees and Third Parties to share in this commitment. Any breach of this policy will be taken seriously and may result in disciplinary action or business sanction. Islandbridge has appointed Agata Shorten as the Data Controller.

2. WHAT ISLANDBRIDGE USE PERSONAL DATA FOR

Islandbridge store and processes Personal Data for one, all, or a combination of the below reasons.

Promotion of Islandbridge Products and Services, for example, Investment Portfolios, Family Office Services or Advisory Services.
Promotion of Co-Investment Opportunities.
Known investors in an asset class in which Islandbridge are able to conduct regulated activities.
Distribution of firm news / updates / charitable projects / firm events and general announcements made in the course of doing business.

A database is held by the Data Controller to identify which purpose the Data Subject’s personal Data is being stored.

We will not share your Personal Data unless we have consent to do so from the Data Subject. Islandbridge do not sell on Personal Data.

3. WHAT DATA DO ISLANDBRIDGE HOLD

Islandbridge store Personal Data on Data Subjects that will contain at least one of the following:

First Name, Middle Name, Surname
Date of Birth
Country of Residence
Company / Employer / Previous Employer
Email Address
Telephone Numbers (Landline, Mobile, Fax)
Details of any Regulatory Approvals (Firm and Individual Level)
Specific interest in Islandbridge Products / Services (for example, Data Subject has previously expressed an interest in investing in the Islandbridge Opportunities Fund)
Risk Appetite
Regulatory Professional Client Categorisation (ie FCA Retail Client, FCA Elective Professional Client)
Notes on any correspondence we may have had with the Data Subject

The Data Controller maintains a number of database files which individually maintain records of the above. In some instances a Data Subject may appear on one or more internal database files.

4. SECURITY AND FILE RETENTION

We attempt to safeguard any non-public personal information we hold about you and maintain established internal policies and procedures as well as physical and electronic controls that comply with applicable standards to safeguard access to personal information in our possession from accidental or unlawful destruction, loss, alteration, unauthorized use or disclosure. We use cloud based storage media, including Microsoft365, Dropbox, and GoogleDocs. You recognize that these systems, while undoubtedly secure, are not foolproof from hackers and that the transmission of information via the internet is not completely secure. Therefore, although we have implemented security controls, we cannot guarantee the security of your data transmitted to our site and any transmission is at your own risk.

We will retain your information for a reasonable period or as long as the law requires.

5. HOW ISLANDBRIDGE COLLECT YOUR PERSONAL DATA

We will only collect and use your personal data where we have legitimate business reasons to do so. We may obtain Personal Data from you to provide you a service or when we provide a service to one of our clients, when you contact us or visit our offices, including when you call us, get in touch with us via our website, or when you or your organisation corresponds with us using any means of communication. This includes Personal Data provided to us:

in regard to services we provide;
when you contact us with a question or enquiry via our website or by calling our office (recording of telephone calls is required by MiFID II);
when you contact us about potential employment opportunities with Islandbridge;
when you provide our staff, Directors, client and investors with business cards or contact details;
if you deal with us when we are providing services to one of our clients;
when we receive referrals from other employees, clients or suppliers;
when you make a complaint;
when you deal with us in order to provide us with goods or services;
when staff give us your details as an emergency contact;
when you visit this website and the resources that you access; or
when candidates give us your details as a referee.

We may also collect your Personal Data when we search websites where you have posted your data to be found in relation to legitimate business opportunities (as defined in Article 6 of the GDPR).

We will of course let you know at the earliest opportunity when we have gathered your data in this manner.

6. YOUR RIGHTS

You have several legal rights in relation to the Personal Data that we hold about you. These include:

the right to obtain information regarding the processing of your Personal Data and access to the Personal Data we hold about you;
the right to withdraw your consent to our processing of your Personal Data at any time. Please note, however, that we may still be entitled to process your Personal Data if we have a legitimate reason for doing so;
in some circumstances, the right to receive some Personal Data in a structured, commonly used and machine-readable format and/or request that we transmit that personal data to a third party where this is technically feasible. Please note that this right only applies to Personal Data which you have provided to us;
the right to request that we rectify your Personal Data if it is inaccurate or incomplete;
the right to request that we erase your Personal Data in certain circumstances. Please note that there may be circumstances where you ask us to erase your Personal Data but we are legally entitled to retain it;
the right to object to and the right to request that we restrict our processing of your Personal Data in certain circumstances. Again, there may be circumstances where you object to or ask us to restrict our processing of your Personal data but we are legally entitled to continue processing your Personal Data and / or to refuse that request; and
the right to lodge a complaint with the Information Commissioner’s Office if you think that any of your rights have been infringed by us.

You can exercise your rights by contacting us – see the “Contact Us” section below.

You can find out more information about your rights by contacting the Information Commissioner’s Office or by visiting their website at https://ico.org.uk

7. OPTING OUT / CONTACT US

Data Subjects are able to request that Islandbridge remove their Personal Data by emailing privacy@ib-capital.com. This inbox is monitored by the Data Controller.

Data Subjects are also able to request that Islandbridge provide them with details of the Personal Data held on file in addition to how Islandbridge use that data.

8. ACCEPTANCE OF PRIVACY POLICY

By visiting this website you agree to all terms of the Privacy Policy as set out above.

9. VERSION CONTROL

This Privacy Policy was last updated on the 10 June 2020.

We will update this policy from time to time and you should review it whenever you visit our website or before providing us with any Personal Data about yourself.