Our Guiding Principles

We apply over 100 years of leadership expertise and financial acumen to our guiding principles...

Innovation and risk mitigation

We combine over 100 years of leadership expertise and financial acumen to create and manage innovative asset selection. We adhere to stern risk profiling, to shield clients capital from volatility and drive yield from all of our projects through all economic conditions. We leverage both our teams’ expertise and commercial judgement to produce forward thinking ideas to secure both income and capital growth.

Sustained, long term capital growth

At Berkeley Assets, everything we do is based around income stability and capital security, which underpins all of our asset selection criteria and investment rationale. We have a strong track record in asset backed businesses that generate consistent yield. We believe in adding value to underperforming assets and through unrelenting due diligence, we select and restructure asset backed business based around Hospitality, Logistics, Real Estate and Technology.


Private equity is a trillion-dollar industry, typically available to high net worth individuals and institutions. Educating clients is at the core of what we do and is essential to our clients’ understanding as well as the general public. At Berkeley Assets, we are also actively introducing private equity to private clients and providing education on an asset class and industry that has typically not been available to them.


Transparency is a fundamental pillar for both our institutional and private clients. We demand strong corporate governance and strict compliance across all facets of our business. We release details of projects where possible, so that our clients can understand how we generate yield for all of our divisions. Our financial gains are clearly defined as a commitment to operational transparency. We understand that interactions between our leadership team and all of our clients is of vital importance, and we regularly hold events in order to facilitate this.