About Us

Our History

Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $60B in assets under management, the firm constructs customised investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. The firm employs more than 360 people across its eight offices located in London, Paris, Boston, New York, San Francisco, Dallas, Singapore and Hong Kong.

Our mission is to deliver sustainable long-term outperformance to our clients by bringing an evolved institutional investment approach to building and managing portfolios – called the Partners Capital Risk Management Endowment Approach (PRMEA).

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Our Core Values

Results the right way

Results the right way

Our mission comes to life through our five core values: Results, Excellence, Integrity, United, and Learning

Results

Results

  • We are focused on delivering exceptional investment outcomes for our clients
  • We are evaluated on our impact and value-add
  • We foster innovation and challenge the status quo
Excellence

Excellence

  • We seek to master our craft 
  • We strive for perfection
  • We challenge ourselves to over-deliver
Integrity

Integrity

  • We are focused on our clients' interests

  • We aim for total transparency with our clients – with good and bad news

  • We act fairly and ethically with our colleagues, service providers and clients

United

United

  • We are more successful together – trust, respect and recognition are traits of a great team
  • We work in “one office across multiple locations”
  • We have fun and celebrate together as a team
  • We embrace diverse styles and inclusive behaviours to help each other succeed
Learning

Learning

  • We are obligated to give and receive candid, constructive, non-personal feedback

  • We accept failure and learn from it

  • We are both teachers and apprentices every day

values

Results the right way

Our mission comes to life through our five core values: Results, Excellence, Integrity, United, and Learning

values
values

Results

  • We are focused on delivering exceptional investment outcomes for our clients
  • We are evaluated on our impact and value-add
  • We foster innovation and challenge the status quo
values
values

Excellence

  • We seek to master our craft
  • We strive for perfection
  • We challenge ourselves to over-deliver
values
values

Integrity

  • We are focused on our clients' interests

  • We aim for total transparency with our clients – with good and bad news

  • We act fairly and ethically with our colleagues, service providers and clients

values
values

United

  • We are more successful together – trust, respect and recognition are traits of a great team
  • We work in “one office across multiple locations”
  • We have fun and celebrate together as a team
  • We embrace diverse styles and inclusive behaviours to help each other succeed
values
values

Learning

  • We are obligated to give and receive candid, constructive, non-personal feedback

  • We accept failure and learn from it

  • We are both teachers and apprentices every day

values

Competitive Edge

Partners Capital Risk Managed Endowment Approach (PRMEA)

Our PRMEA approach has evolved from the “Yale Endowment Model” pioneered by the late David Swensen, CIO of the Yale University endowment, and includes enhancements developed by our years of experience in an array of challenging market environments. These enhancements include portfolio construction, look-through risk measurement and management, tactical asset allocation and investment selection. We construct portfolios by deploying the broadest range of asset classes including liquid and illiquid strategies and implement exposures by structuring bespoke partnerships with asset managers.

Independence and Aligned Incentives

We avoid the typical conflicts inherent in the traditional asset management industry. Our fees are linked to investment performance, with a portion of employee compensation deferred and invested alongside our clients in pooled vehicles. When partnering with asset managers, any benefits from our global scale are passed directly to our clients.

Team Pedigree

We recruit investors from some of the most highly respected firms in the investment industry in the belief that it takes one to know one.

Scale and Access

Our scale provides the resources needed to develop targeted investment solutions in partnership with our managers, while also allowing us to be opportunistic during times of market dislocation. Our deep networks across the asset management industry allows us to partner with exceptional managers before they close to new relationships.

Truly Global

Operate truly as “one office with multiple locations” covering North America, Europe, and Asia. We believe on-the-ground presence is critical in sourcing and structuring the best investment opportunities.

Tested By The Best

Our blend of sophisticated individual and institutional clients means we are continuously tested and challenged by some of the most sophisticated investors in the world.

Who We Work With

Since our founding in 2001, Partners Capital has been fortunate to be able to serve some of the world’s leading investors. Our initial client base consisted of founders and senior partners of the world’s leading private equity firms who were seeking a service that was totally independent and conflict-free, unlike much of the peer group then. This led us to be considered as the “money manager to the money managers”.

Today our client base has extended to include prestigious endowments, foundations, and sophisticated family offices across the globe. For all clients we aim to deliver superior and sustainable long-term returns by creating tailored portfolios depending on their risk profile, time horizon, liquidity constraints, tax domicile and investment objectives.

For most of our clients, we manage a fully diversified multi-asset class portfolio that encompasses the majority of their balance sheet. However, we also partner with larger family offices and institutions such as pensions and sovereign wealth funds to offer highly specialised mandates that may include certain asset classes (e.g., private market assets) or thematic portfolios (e.g., Impact or Asia oriented).

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