We acquire and develop financial services businesses on a patient capital model — holding indefinitely, compounding quietly, and building something designed to last.
Berkshire Holding Group is a UK-based permanent capital holding company. We acquire well-run financial services businesses from principals who want their clients looked after properly — and we hold them indefinitely.
We have no fund lifecycle. No exit horizon. No private equity sponsor demanding returns in five years. When we acquire a business, the question is never “how do we exit this?” It is “how do we make this better over the next decade?”
This model was demonstrated over sixty years by Warren Buffett at Berkshire Hathaway. We are applying the same discipline to UK financial services — one acquisition at a time.
Begin a conversation →Every business we acquire becomes a permanent part of the group. We optimise for long-term value, not short-term metrics.
Brand identity, client relationships, staff, and culture — these are the assets we protect most carefully.
Decisions are made by principals. There is no investment committee, no corporate layer, no delay between conversation and commitment.
Capital compounds most powerfully when it is not rushed. We allow time to do its work across every business in the group.
Every relationship — with sellers, clients, and partners — is built on the assumption that we will be working together for decades.
Acquiring UK IFA firms from retiring principals through a deferred consideration and equity structure. We preserve your brand, retain your team, and give you ongoing participation in the group’s growth — rather than a one-time cheque.
An offshore investment fund offering institutional-grade portfolio management to HNW individuals, families, and family offices. Multi-asset, globally diversified, and managed with the same patient capital discipline that runs through everything we build.
Bespoke asset and lifestyle management for UHNW individuals and families. Drawing on the co-founders’ fourteen years working directly alongside the world’s most sophisticated private clients at sea.
If you have spent twenty or thirty years building your practice — the client relationships, the reputation, the culture — you deserve a succession partner who understands what that is worth. Not just financially, but in every sense.
We are not a PE-backed consolidator with a five-year exit horizon. We are principals acquiring businesses we intend to hold indefinitely. Our deal structure is designed around your interests, your tax position, and your clients.
All conversations are strictly confidential. No paperwork, no obligation. The first call is simply a conversation between principals.
The Berkshire Hedge Fund offers HNW individuals, families, and family offices access to genuinely long-term, properly diversified portfolio management — managed with the same patience and discipline we apply to everything we build.
We invest across global equities, fixed income, and real assets using low-cost instruments where markets are efficient. We do not react to headlines. We do not chase performance. We hold the strategy through volatility because the evidence consistently shows this is the right approach.
No artificial timeline. No pressure to generate short-term returns at the expense of long-term compounding.
Invested across multiple geographies, asset classes, and return drivers — not concentrated in one market.
Costs compound just as returns do. We use low-cost instruments where markets are efficient.
We do not react to headlines or chase performance. The strategy holds through volatility because the data supports it.
Monthly NAV statements. Quarterly letters from the co-founders. You always know what you own and why.
When you speak with Berkshire, you speak directly with the people who own it. There is no relationship manager, no intermediary layer, no committee. Decisions are made by the principals — quickly, with discretion, and with your interests at the centre.
With over 14 years operating in the superyacht industry, Umberto worked daily alongside some of the world’s most sophisticated private clients, family offices, and principals — individuals managing £10m to £500m+ in personal wealth. He has been involved in the oversight of portfolios totalling approximately £350 million in assets.
He leads Berkshire’s IFA acquisition strategy, investor relations, and group development.
Israel brings deep institutional financial advisory experience, having worked with leading organisations including Legal & General and Aviva. His background spans regulated financial advice, institutional client relationships, and product knowledge across the full spectrum of UK financial services.
He leads Berkshire’s compliance, regulatory affairs, IFA integration, and professional introducer relationships.
Whether you are an IFA principal considering your succession options, a prospective fund investor, or a professional introducer exploring how we work — the first conversation is always confidential and carries no obligation.
We respond to every enquiry personally.