01The Firm

A private officefor capital thatrequires structure.

We serve select clients, privately and over the long term.

01The Name

PATEK Global is Patented Technologies Global Asset Management: proprietary systems for risk management and for governance and compliance across jurisdictions.

Not a retail product suite and not a public investment firm.

Technology Partner

PATEK Global is an AsymiLink Meta Technology Partner. Our technology comes from AsymiLink Meta. The management of every client relationship remains with us.

02Manner

How we work.

I

Excellence

We hold ourselves to a standard our clients never need to ask for.

II

Integrity

We tell clients what is true, including when it is unwelcome.

III

Precision

Every position is chosen, sized, and documented with intent.

IV

Continuity

We build portfolios that outlast any one generation, including our own.

03Presence

Four regions.

We are present where our clients hold capital, so each portfolio is looked after locally and governed centrally.

01

North America

Miami · New York · Toronto · São Paulo

02

Europe

London · Zurich · Frankfurt

03

Oceania

Served across the region

04

Middle East

Dubai

Correspondence · 701 Brickell Avenue, Miami, Florida 33131

04The Book

Traditional and alternative, on one map.

We read both books together. Each holding is understood by its place in the whole.

Traditional

  • Corporate assets and securities
  • Commercial real estate
  • Infrastructure
  • Family office

Alternative

  • Maritime and aviation
  • Venture and direct investment
  • Alternatives and structured positions
  • Holdings across jurisdictions
05Governance

Governance.

Governance is an internal discipline. AEXOS (for PATEK Global) was developed with AsymiLink Meta as our technology partner. The control layers, risk, and compliance systems were developed by PATEK Global; AsymiLink Meta ensures the platform functions flawlessly.