Trust & Transparency

Where capital meets
legacy & precision.

S.O.F.I. INVEST LIMITED delivers institutional-grade wealth management, strategic asset allocation, and private investment solutions for discerning clients worldwide.

$2.8B+

AUM

14+

Years Excellence

27

Global Markets

Indigo Excellence

Core pillars of our fiduciary promise

Built on rigorous risk management, absolute integrity, and data-driven decisions.

Capital Protection

Principal preservation through multi-asset hedging & stress-tested frameworks.

Alpha Generation

Proprietary algorithms + fundamental research for consistent risk-adjusted returns.

Global Diversification

Access to private equity, real assets, and emerging markets with local expertise.

About S.O.F.I. INVEST LIMITED

A legacy of discretion, intellectual capital, and client-first stewardship.

Founded in 2014 by financial veterans, S.O.F.I. INVEST LIMITED emerged as a boutique investment house focused on intergenerational wealth. Our name embodies Strategic Opportunity & Financial Integrity — values that guide every decision.

We are independently owned and operate under full regulatory compliance in the UK & EU. With headquarters in London and representative offices in Singapore and Dubai, we serve institutions, family offices, and accredited individuals who demand bespoke solutions.

100%

Client Retention (5+ years)

24/7

Risk Monitoring

Privately held · Member of LICC

Our regulatory & ethical backbone

S.O.F.I. INVEST LIMITED operates with full KYC/AML protocols, segregated client accounts, and annual external audits. We are proud signatories of the UN Principles for Responsible Investment.

  • FCA Registered (UK) – Reference #629103
  • Certified B Corp Pending 2025
  • Tier 1 Capital Adequacy

"Integrity is our currency" — CFO, S.O.F.I. Invest

Sophisticated financial solutions

Tailored for preservation, growth, and legacy planning.

Portfolio Management

Discretionary & advisory mandates across fixed income, equities, alternatives. Quarterly rebalancing.

Private Wealth

Family governance, tax-efficient structures, generational wealth transfer, philanthropic advisory.

Institutional Advisory

Endowment management, pension consulting, and bespoke liability-driven investment strategies.

Sustainable Investing

ESG-integrated funds and impact-first mandates with measurable SDG alignment.

Tailored proposal? Request our investment memorandum.
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Connect with our advisors

For inquiries, due diligence requests, or confidential consultations, please reach out via the official channel below.

+44 (0)20 7946 0238 | +44 (0)20 7946 0239

5th Floor, 1 St. James's Market, London SW1Y 4AH, United Kingdom

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🔐 All correspondence is encrypted. We respect your confidentiality.

Client service hours: Mon–Fri, 09:00 – 18:00 GMT | 24/7 emergency line for private clients