ESTABLISHED 2008  ·  LONDON

Where Capital
Meets Purpose.

Hazelnut Holdings is an independent private investment house, delivering bespoke wealth management, direct investment, and strategic advisory services to discerning families and institutions.

EXPLORE SERVICES OUR STORY
Hazelnut Holdings
£4.2B Assets Under Management
17+ Years of Excellence
340 Client Families Served
94% Client Retention Rate
ABOUT US

A Legacy of Trusted Stewardship

Founded in 2008 in the heart of London, Hazelnut Holdings was built on a singular conviction: that enduring wealth requires patient, principled stewardship — not reactive speculation. We serve a carefully selected group of high-net-worth individuals, family offices, and institutional investors who share our long-term outlook.

Our approach is rooted in deep fundamental research, rigorous risk management, and an unwavering commitment to our clients' generational goals. We do not manage assets in bulk — we partner with each client individually, designing portfolios as unique as their ambitions.

In an industry often driven by short-term performance metrics, Hazelnut Holdings stands apart — guided by values of integrity, discretion, and genuine alignment of interest.

INDEPENDENT
No proprietary products. No conflicts. Pure advice.
LONG-TERM
We invest across cycles, not quarters.
BESPOKE
Every mandate is crafted from first principles.
DISCREET
Total confidentiality is a founding principle.
OUR TEAM

The People Behind the Portfolio

AP
Alexandra Pemberton
Chief Investment Officer
25 years across Goldman Sachs and Rothschild. Oxford PPE. CFA Charterholder.
JH
James Hartley
Managing Partner
Former MD at Barclays Private Bank. 20 years in family office advisory.
SC
Sophia Chen
Head of Alternatives
Private equity specialist. Previously Partners Group, London & Hong Kong.
OUR SERVICES

Comprehensive Investment Solutions

Each service is tailored to the specific circumstances, objectives, and values of the client — never templated, always considered.

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WEALTH MANAGEMENT
Holistic management of investable assets across public and private markets, constructed around your personal risk profile, liquidity needs, and generational objectives.
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PORTFOLIO ADVISORY
Independent second-opinion advisory for existing portfolios. Asset allocation review, fee analysis, and strategic repositioning — with no product bias.
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PRIVATE EQUITY
Direct co-investment access to institutional-grade private equity, growth capital, and buyout opportunities typically reserved for the largest family offices.
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REAL ASSETS
Strategic allocation to real estate, infrastructure, timber, and commodities — providing inflation protection and income stability over the long term.
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FAMILY OFFICE
Full-service family office solutions encompassing consolidated reporting, succession planning, philanthropy structuring, and next-generation education.
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IMPACT INVESTING
Purpose-driven portfolios that seek financial returns alongside measurable environmental and social impact — without compromising performance.
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INVESTMENT PHILOSOPHY
Wealth is not built in a single season. Like the hazelnut — patient, nourished, and deeply rooted — it grows through discipline, through seasons of restraint, and through an unwavering belief in what endures. — Alexandra Pemberton, CIO
  • 01
    CAPITAL PRESERVATION FIRST
    We never lose sight of the primary duty: to protect what has been built before pursuing further growth.
  • 02
    THINK IN DECADES
    Short-term volatility is noise. We position portfolios for the realities of the next generation, not the next quarter.
  • 03
    CONVICTION OVER CONSENSUS
    The most enduring returns come from well-reasoned positions held with patience — not from following the crowd.
  • 04
    ALIGNMENT IS EVERYTHING
    We invest our own capital alongside our clients'. Our interests are not merely aligned — they are identical.
CLIENT TESTIMONIALS

What Our Clients Say

★★★★★

Hazelnut Holdings transformed how we think about our family's wealth. Their patience, depth of analysis, and absolute discretion set them apart from every other manager we have worked with over 30 years.

RT
Robert Thornton
Thornton Family Office
★★★★★

In fifteen years of working with Hazelnut, they have navigated every market storm with calm, conviction, and clarity. I trust them with what matters most to me: my children's financial future.

CE
Catherine Ellsworth
Private Client, London
★★★★★

The private equity co-investment opportunities they provide access to are genuinely institutional quality. As a family office, this access alone has been transformational for our alternative portfolio.

MP
Marcus Patel
Patel Capital Group
NEWS & INSIGHTS

Perspectives from Our Desk

MARKET OUTLOOK
14 March 2026  ·  Alexandra Pemberton
The Case for Patient Capital in an Age of Uncertainty: Q1 2026 Outlook
As central banks navigate the final stages of the tightening cycle, we examine where genuine long-term value is accumulating — and why discipline now will define returns in the decade ahead.
PRIVATE EQUITY
28 February 2026
Co-Investment: The Family Office Advantage in Private Markets
Why direct co-investment access is reshaping how private families participate in institutional-grade deals.
WEALTH PLANNING
10 February 2026
Succession Planning: Preserving Wealth Across Generations
The structural and emotional dimensions of passing wealth to the next generation — and how to do it well.
GET IN TOUCH

Begin a Conversation

We work with a select number of clients to ensure each relationship receives the attention it deserves. We welcome introductions.

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TELEPHONE
+44 (0)20 7000 0000
⌂
ADDRESS
12 St. James's Square, London SW1Y 4LB
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OFFICE HOURS
Monday – Friday, 8:30am – 6:00pm GMT