A tech entrepreneur approached Million Plus Private Finance requiring fast access to liquidity for a luxury property acquisition in London. Most of their net worth was held in a diversified investment portfolio that included global equities, corporate bonds, and structured products held across two private banks in different jurisdictions. Selling assets would have triggered capital […]

A finance executive with significant equity holdings required a seamless refinancing solution on a UK investment property portfolio. Traditional lenders raised concerns related to cross-border income streams and international residency arrangements, resulting in slow progress and restrictive terms. Million Plus Private Finance took a strategic approach by shifting the primary focus away from direct income […]

A family office sought capital to co-invest in a strategic business acquisition while preserving exposure to long-held equity positions. Their goal was to access liquidity from a portfolio including blue-chip equities and government bonds without selling or restructuring core holdings. We undertook a detailed analysis of concentration risk within the portfolio, identifying a strong bond […]