What Calyx does

Calyx Private Office is a London-headquartered multi-family office serving high-net-worth individuals, families, and entrepreneurs across the UK, Bermuda, and continental Europe (with named coverage of Italy, Spain, and the US). The firm traces its lineage to Wealth Management Services Ltd (1998) and Azure Wealth LLP (2011), with the current Calyx entity established in 2020 under partners Massimo Scalabrini, Neal Churchill, Stacy Iervolino, and Scott Gardiner. Calyx delivers wealth advisory services through three integrated pillars — wealth creation (mortgages, Lombard lending, corporate finance advisory, private equity and venture capital access, real estate assistance), wealth management (bespoke multi-currency investment solutions, custody and execution through global institutions, consolidated reporting, banking and accounting services), and wealth distribution (access to legal, tax, and estate planning professionals) — under a "One Size Fits One" personalized service philosophy.

The firm operates as a trading name and introducer appointed representative of Nemesis Asset Management LLP, which is authorized and regulated by the Financial Conduct Authority (reference 211205), enabling Calyx to deliver regulated financial services through that structural partnership. Distribution is exclusively direct via Relationship Managers working with a limited client roster, sourced through referrals and personal introductions rather than digital channels. Revenue is generated through recurring advisory and management fees on bespoke wealth mandates; pricing is quote-based and not publicly disclosed.

Calyx has 1-10 employees and does not disclose AUM or revenue. Its competitive basis is senior team experience (28-year average), multilingual coverage (English, Italian, Spanish, French, German), pedigree across tier-one private banks (UBS, EFG, Butterfield, Rathbones, Close Brothers, Arbuthnot Latham), and independence as a privately owned, non-captive advisory. The firm is GDPR compliant and operates from London (Mayfair) and Hamilton, Bermuda.

Name

Calyx

Legal name

Calyx Private Office LLP

Website

https://calyxprivateoffice.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Calyx Private Office is a London-based multi-family office serving internationally mobile high-net-worth individuals, families, and entrepreneurs with bespoke wealth creation, management, and distribution services across the UK, Bermuda, and continental Europe.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Finance Services (6199)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Private wealth management
• Multi-family office
• Investment advisory services
• Wealth planning solutions
• Portfolio management

Headquarters

HQ city

Hamilton

HQ country

Bermuda

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Wealth Management Advisory Fees: Calyx generates revenue through advisory and management fees for private wealth management services. The firm acts as a multi-family office providing bespoke investment solutions, with revenue derived from fees associated with managing client portfolios and providing financial advisory services throughout the wealth cycle.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Calyx operates as a multi-family office providing private wealth management services across four pillars: Wealth Creation, Wealth Management, Wealth Distribution, and Bespoke Investment Solutions. It serves high-net-worth individuals, families, entrepreneurs, and business owners with personalized, partner-led advisory delivered from London (Mayfair) and Bermuda under FCA regulation.

Product overview

Calyx Private Office is a multi-family office providing comprehensive private wealth management services. The firm operates three interconnected service pillars: Wealth Creation (mortgages, Lombard lending, corporate finance advisory, private equity access, real estate assistance), Wealth Management (bespoke multi-currency investment solutions, custody services, consolidated reporting, risk management), and Wealth Distribution (legal, tax, and estate planning network access). All services are delivered through a 'One Size Fits One' philosophy, emphasizing personalized, client-centric wealth management for entrepreneurs and internationally-minded high-net-worth individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Creation Wealth Creation is Calyx's advisory pillar for building and growing client wealth through tailored investment strategies, asset allocation, and opportunity identification aimed at HNW individuals, families, entrepreneurs, and business owners.
• Wealth Management Wealth Management provides ongoing portfolio management, consolidated reporting, and continuous advisory oversight for HNW clients' diversified assets across multiple jurisdictions.
• Wealth Distribution Wealth Distribution supports clients with succession, intergenerational transfer, estate planning, and orderly distribution of wealth to beneficiaries and future generations.
• Bespoke Investment Solutions Bespoke Investment Solutions delivers customized investment mandates and structures designed for individual client circumstances, including cross-border tax-aware portfolios and concentrated-position management.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Nemesis Asset Management LLPcoreStrategic or Co-development PartnerCalyx Private Office LLP operates as an introducer appointed representative of Nemesis Asset Management LLP. Nemesis Asset Management LLP is the Principal firm and FCA-regulated entity (FCA reference 211205) under which Calyx operates as a trading name. This is a core regulatory and structural relationship enabling Calyx to provide regulated financial services.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Stonehage Fleming: One of the largest independent multi-family offices globally, headquartered in London with deep UK and international HNW/UHNW client coverage. Directly comparable to Calyx in being an independent, multi-jurisdictional MFO serving entrepreneurial families with bespoke wealth structuring.
• Punter Southall Wealth: UK discretionary wealth manager for HNW individuals and families, now part of Canaccord. Andy Pearce and Jamie Wallace previously worked at Punter Southall Wealth, evidencing direct talent overlap; comparable in client segment and bespoke portfolio focus.
• Sandaire (Lord North Street): London-based multi-family office providing bespoke investment management and wealth advisory to UHNW families. Highly comparable to Calyx in its independent ownership, family-office model, and emphasis on personalized multi-asset solutions for entrepreneurial principals.
• Psigma Investment Management: UK-based discretionary investment manager serving private clients and families with bespoke multi-asset portfolios.

Broad incumbents

• Evelyn Partners: Large UK wealth management and professional services group formed via consolidation, serving HNW individuals and families with investment management, tax, and estate planning. Overlaps with Calyx on wealth management and estate planning, but at substantially greater scale and with a full advisory stack.
• EFG Private Bank: Switzerland-headquartered private bank with a London desk serving internationally mobile HNW clients. Massimo Scalabrini and Stacy Iervolino both previously worked at EFG; directly comparable in serving globally mobile clients with cross-border structuring needs.
• Rathbones: Major UK-listed wealth manager providing discretionary and advisory investment services to private clients, charities, and trustees. Neal Churchill previously worked at Rathbones, illustrating direct talent overlap; comparable client segment but vastly larger AUM and broader capabilities.
• Canaccord Genuity Wealth Management: UK wealth manager (acquired Punter Southall Wealth) serving HNW individuals with discretionary and advisory portfolio management. Comparable to Calyx in client segment and bespoke investment focus, but operates at materially larger scale and with a broader product shelf.
• Arbuthnot Latham: UK private bank offering wealth management, lending, and banking services to HNW clients. Scott Gardiner previously worked at Arbuthnot Latham, indicating direct talent overlap; comparable in serving HNW families with bespoke banking and investment solutions.

Regional players

• Butterfield Private Bank: Bermuda-headquartered offshore private bank offering wealth management, custody, and lending to international clients. Several Calyx partners previously worked at Butterfield, and Bermuda is one of Calyx's two core geographies, making it a highly comparable cross-border peer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/calyx-private-office-llp

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Calyx