The Alternatives Approach
The investment world is changing shape and financial markets cannot alone be depended upon to take forward our investment growth and combat spiraling inflation. Our extensive research and long-standing relationships with innovative, established investment partners with strong track record and credentials allows us to introduce our clients to a world of alternative investments. With far reaching appeal across high net worth individuals and families, few can afford to ignore the possibilities of diversifying across these asset classes.
Real Estate
We are specialists in UK real estate. We partner with developers and distributors up and down the whole of UK to bring our clients an armchair service. All developments are handpicked, based on key criteria. The UK property market has an undersupply of 2 million homes, meaning that investors can enjoy both strong rental yields and steady capital appreciation.
- How strong is the growth potential of the town?
- How has employment increased locally?
- What local infrastructure will help increase value?
- Will the buyer be able to get a mortgage?
- How can we maintain occupancy at all times? We also have developments with approval for short-term let, which can see yields in excess of 9% per annum. Please click here for a selection of our properties.
Real Estate:
UK, Germany, Portugal
Rental yields – 4-9% p.a.
Short-term rental yields 10-14%
Resale – 5-10% p.a.
Fixed Income Loan Notes
Lending is becoming a major area of investment, with many companies across all industries now preferring to raise capital from the public as opposed to financial institutions.
The back-story of the companies we help raise capital for is very strong, and relevant in the market. There have been no defaults and for investors, this means having an assured income source that matures every two to three years and can be revolved.
Due to stringent financial regulation, UK is our chosen jurisdiction of focus, where we raise capital across commercial and residential construction, and litigation. We have options for quarterly to annual income.
Fixed Income Loan Notes:
UK commercial property
UK litigation finance
UK residential property
Entry – USDorGBP25000
2-3 year fixed term
8-12% p.a net income
Fixed income + profit share:
UK residential and holiday property
Entry – GBP5000
3-5 year fixed term
12-17% p.a. net income
UK Private Equity
The lucrative world of private equity generated over GBP200 billion towards UK’s GDP in 2021.
This is set to be surpassed by at least 7% in 2022. Investors are now able to invest in and participate in the exciting arena for as little as GBP10000 entry.
Taking a stake in a start-up company jointly owned by a well-run private equity firm, could see capital returned in excess of four times on exit.
Our partners are well-regulated and have an excellent track record of picking winning companies and successfully exiting these businesses, keeping investors highly satisfied.
UK Private Equity:
Entry – GBP10000
3-5 year hold within each company
3.5X minimum exit multiple
Private Equity in Gold Exploration
Take a stake in a gold exploration company in Canada:
Gold exploration company in Canada, currently holding c.80 square kms of valuable gold claims along a recently discovered Gold Bearing Channel in BritishColumbia
3RT’s principal objective is to independently validate and verify the quality and the quantity of its gold reserves through the issuance of independent accredited third party geological reports
Recent geological surveys have already identified a minimum of 2.25m Oz of gold in one small area of the land, which itself sets a projection of a minimum 3X valuation by end of 2025
Investors hold their stake through tokens issued through a smart contract, sitting on a blockchain
Entry – USD25000
Projected 3-4x current value by Q4 2025
Projected 3-4x current value by Q4 2025
US Pre-developed Land
US cities continue to expand outwards through employment and people migration. This provides a perfect investment proposition to hold land in areas poised for expansion, before selling at a profit.
Cost per plot is USD50,000 and the investor will receive a title deed in their name from First American. The investor holds the land for 5-7 years on average, during which they receive an income and then the final capital and remaining profit is paid out on sale and exit, with all aspects taken care of by the company.
Average (audited/reported) annual growth is 12%+. Walton have been in this businesses for 40 years and is today USD4.5 billion, yet still family owned.
US Pre-developed land
Buy and hold outside key US cities
Entry – USD50000
5-7 year average hold
Annual income
IRR12-15% p.a.
UK Film and Television Production
The British film and television industry is back in full swing after a difficult period during the pandemic.
We are partnered with a prolific film producer that is raising capital for film and television shows through banks, government bodies and now, through private investors.
Lending to a production budget is significantly lower risk than taking an equity stake in the show, with much riding on a successful distribution. Many 3 investors are now earning steady returns of 8-10% per annum from film and television financing, within a tenure of typically between 6-15 months.
UK film and television production
Debt finance with fixed return
Entry – GBP100,000
6 months to 15 months average hold
Return of 5-10%
Wine Investment
Fine wine remains a great investment vehicle for our investors, with many benefits, including tax, and ownership benefits – especially well highlighted in the current Macro economic environment
- Tangible Asset with unique demand and supply characteristics
- Diversification – Wine shows very little correlation to more traditional asset classes
- Performance – Positive performance over time of average 9% per annum
- Q3 2022 investment performance was 3.99% All purchased wine stock is stored in a bonded warehouse in London.
Wine investment
Italian and French stock.
Entry – USD100000
Buy and hold for average 3-5 years
Annual average net yield – 10%
Fine Art
Invest in fine art through through a major gallery with locations in UK, US and Switzerland
Fine art returns have outperformed the FTSE by over 4X in the past 20 years
Secured vault storage and insurance covered within the purchase price by the gallery
Start with a full consultation with the gallery’s own advisory service in order to determine the best piece.
AI Driven Fund
Available through all platforms, and with a robust back-tested record, this fund is regulated from Luxembourg and sits perfectly within any portfolio, offering a strong diversifier.
- Fully Automated Algo Trading System
- 6 year Track record
- Customizable for Risk / Return and Mandate Compatibility.
- Trades 29 Highly Liquid Futures and FX Pairs using low leverage and risk management
- Daily Redemption or Halt Trading possible
- Signals based on Time Intervals 15 mins to 1 Month
- Over exposure safety limits
- Macro Economic Data Release Awareness
Outperformed the markets in 2023, returning over 6% to investors
Family Office co-investment
We offer the opportunity to co-invest with a major family office, with bases in UK, Austria and Switzerland. The office has their own private client arm, with a focus on fintech and biotech, and offers private clients the option to club their investments with the office and other key investors, with a view to exit at a multiple of initial capital. The family office itself owns 3 VC funds and has heavily invested in many recognized brands.
Exit returns
4-5 year hold
Entry – GBP25000
Target of 3-4X on exit
We Serve Globally
At The Wealth Lounge we offer wealth management, securities execution and custody services across multiple regions around the world.
With our mission already in full swing, we look forward to creating an ecosystem of aspiring investors who are fully aware of the best investment opportunities available, in order to grow their wealth exponentially, always bringing together more like-minded individuals.
At the Wealth Lounge, we offer a boutique of alternative investments, wealth management solutions, securities execution.