Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
“When you are in the financial industry you know the image you have to project to people. You have to be agile and authoritative; Consulting WP is the way to go for financial institutions.”
The second pillar of BThree’s service is giving our clients access to exclusive private investment opportunities. We recognize that many successful individuals want to diversify beyond public stocks and funds, but sourcing quality private deals can be challenging. Through our extensive network and diligent research, we curate a select pipeline of opportunities across different industries and asset classes – from emerging ventures and growth companies, to real estate projects or niche investment funds. These are opportunities not typically available on public markets , requiring careful vetting and structuring
Range of Services
Curated Deal Flow
We act as your gateway to the private markets, bringing you hand-picked deals that match your interests and criteria. Every introduction is intentional; we focus on quality over quantity. For each opportunity, we perform thorough due diligence and structure it with clarity and alignment, ensuring that the investment proposition is sound. Our approach is to position each opportunity with long-term value in mind, so you can invest confidently alongside us or our network .
Exclusive & Qualifying Investors Only
Our private opportunities are not public offerings – they are offered discreetly to a select group of qualifying investors. Typically, this means you must meet certain financial suitability criteria (such as being a high-net-worth or sophisticated investor under relevant regulations). By limiting access, we maintain exclusivity and adhere to all regulatory requirements. The result is a trusted environment where opportunities can be shared openly and evaluated thoroughly, without the noise of mass market speculation. (If you’re unsure about your eligibility, please contact us to discuss – we’ll guide you through the qualifying criteria.)
Tailored to Your Goals
Importantly, we don’t believe in a “one-size-fits-all” portfolio. When you work with BThree, we consider your overall strategy first. We’ll discuss questions like: Are you seeking growth, income, or capital preservation? What is your time horizon and risk tolerance? Only then do we match you with opportunities that fit those parameters. For example, a successful limited company director might be interested in co-investing in another business within their industry, whereas a time-pressed professional might prefer a more passive private fund opportunity. In each case, we align the investment structure – whether it’s direct equity, private credit, or a convertible instrument – with what makes sense for you. We also coordinate with your tax and legal advisers when implementing investments to ensure everything is structured optimally (without ever crossing into aggressive tax schemes or non-compliant tactics).
Through our Private Investment Opportunities service, clients have helped fund innovative startups, participated in private equity-style deals, and taken stakes in real assets – all under the guidance of BThree’s seasoned team. These investments can offer diversification and growth potential beyond the public markets, but they also come with different risks. We make sure you understand those risks and only proceed when it’s right for your situation. Our role is as much about educating and advising as it is about access. In the end, our clients value the peace of mind that comes from having a trusted partner sift through the complexity of private deals and present only the opportunities that truly fit.
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(To learn more about current private opportunities or our vetting process, please enquire for more details if you meet the qualifying criteria. All investment opportunities are subject to status and availability, and will be discussed on a one-to-one basis.)