Independent Investment Strategy

Most wealth is managed by default. Yours should be managed by design.

Bespoke investment strategy and Investment Policy Statement development for high-net-worth families, family offices, and private businesses.

Book a 20-Minute Call How I work

The Practitioner Advantage

I don’t just advise on these structures.
I operate them.

Most advisors speak from theory. I speak from my own experience.

I personally manage entities across 6 jurisdictions. I have direct experience in the UK, US, Cayman Islands, UAE, BVI, Panama, Paraguay, Norway, France, Indonesia, South Africa, Mauritius, Zambia, Namibia, Brazil, Canada, Mexico... the list goes on.

Operating companies, international LLCs, and private trusts and foundations across multiple tax jurisdictions simultaneously gives me a perspective most advisors lack[cite: 250]. When we discuss cross-border structuring or asset protection, I am drawing on decisions I have made with my own capital—not a scenario from a professional development seminar[cite: 251].

The more successful you become, the more your wealth tends to fragment. You don’t have a strategy problem; you have a governance vacuum.

If you are managing seven or eight figures, you likely have a team of specialists: a tax person, a lawyer, a few 'relationship managers,' and an IFA. But who is sitting above them all, ensuring every decision aligns with a singular, written Wealth Constitution?

Most HNWIs operate without a formal Investment Policy Statement (IPS). Not a brochure or a model portfolio—but a governing document that dictates your rebalancing triggers, asset boundaries, and benchmark logic.

Without this central anchor, you are at the mercy of the "new idea." The private bank pitches you a fund because it’s their monthly focus. The IFA suggests a restructure because it fits their panel.

No one is asking: "Does this specific move advance the 10-year mandate?"

My role is to be that single point of strategic intelligence. I provide the institutional discipline required to stop your wealth from drifting and start making it move in one cohesive direction.

You’ve spent a lifetime building capital.
It’s time you had a framework to protect and compound it.

25+
Years as an
active investor
£2.5bn
In residential
development programmes
£200m+
Client wealth
directly advised
MRICS
Chartered
Member, RICS

What I Do

Institutional thinking.
Personal attention.

The first thing I build for every client is something most of them have never had: a strategy designed entirely around them. I act as the investment intelligence at the centre of your wealth — bringing a framework and the ongoing discipline to keep decisions anchored to it. You get the rigour of a full investment office without the complexity, the cost, or the conflicts of building one.

01
Investment Policy Statement

The Wealth Constitution: Your 10-Year Command Centre.

An IPS is the governing framework for your capital — your objectives, risk tolerance, asset allocation boundaries, and the explicit rules for what's in and what's out. Total asset viability in 30 days. Simple criteria to follow for every pitch that crosses your path. I start here, every time. Once your IPS exists, every opportunity gets measured against it.

02
Ongoing Oversight & Implementation

Strategy is useless without someone to hold the line on it.

After the IPS is built, I stay. Quarterly reviews to test whether the portfolio still reflects your position and intentions. Stress-testing new opportunities against the framework before you commit. A senior mind you can call when something crosses your desk and you need a clear-eyed view — not a product recommendation, not a sales call. Just the right answer.

03
Family Office & Treasury Strategy

For capital that deserves more than a current account and a spreadsheet.

Whether you run a family office that needs a strategic anchor, or a private business sitting on treasury capital that isn't working hard enough, I provide governance frameworks, consolidated reporting, and coherent asset allocation across the business-personal divide. Not execution — direction. The kind that keeps everything pointed the same way.

04
International Structuring & Tax Strategy

Where you hold assets matters as much as what you hold.

ADGM or IFZA. Foundation structures. Expat tax optimisation. Cross-border holding strategies. I don't execute these — I'm not a lawyer or an accountant — but I know exactly what should be done and who should do it. For internationally mobile clients, this is often where the most value sits, and where most advisors go quiet.

The Process

Three steps.
No surprises.

The process is designed to be direct and efficient. No pitch decks. No follow-up sequences. No obligation until you've decided it's right.

01
The 20-minute call

You describe your situation. I ask a few direct questions. If there's a fit, I'll tell you. If there isn't, I'll tell you that too. There's no pitch deck, no follow-up sequence, no obligation. It's a conversation between two adults to find out whether working together makes sense.

02
Building your IPS

If you decide to proceed, this is where the real work begins. I take a detailed picture of your full financial position — assets, liabilities, income sources, goals, time horizons, risk appetite, tax position, and anything with a bearing on how your capital should be structured. From that comes your Investment Policy Statement: a precise, written document that governs every investment decision going forward. It takes a few weeks to build properly. It's worth it.

03
Ongoing oversight

From here, I'm available monthly and we review formally each quarter. New opportunities get stress-tested against your IPS before you move. When something crosses your desk — a deal, a fund pitch, a restructuring question — you have a senior investment mind to run it past. Not a call centre. Not a report generated by software. Not a junior analyst who'll escalate to someone you've never met. Me.

Who I Work With

Built for those with more to protect.

I am not a wealth manager. I am a strategic partner for just ten families. Typically these are individuals or organisations with £1m or more in investable assets who want serious strategic oversight, not someone to hand everything to and stop thinking about it. The model requires genuine engagement: you bring the goals and the capital; I bring the framework and the judgement. If you're looking for discretionary management, there are excellent firms that do that well. Generic portfolios exist because they're efficient to manage. I only work with ten people — efficiency isn't the point.

Private Investors & HNWIs

You've built meaningful wealth — through a business exit, a career, inheritance, or compounding over time. You're not new to this. But you've never had someone whose only job is to think clearly about the whole picture, independent of product. I typically work with clients with £1m or more in investable assets.

Family Offices

You have structure, but strategy tends to drift. Different advisors, different mandates, no one sitting above it all asking whether it still makes sense. I act as the strategic anchor — a CIO function without the full-time overhead — providing consolidated oversight and the governance framework that holds everything together.

Private Businesses

Your business generates capital, and some of it sits idle or is only loosely managed. Treasury strategy is often the last thing on the list — until it isn't. I work with business owners and finance directors to apply the same discipline to corporate capital that serious investors apply to personal wealth.

Internationally Mobile Clients

You live somewhere different from where your assets are held, or your situation spans multiple jurisdictions. I've worked with clients in Norway, the US, the UAE, Indonesia, South Africa, France, Spain, Italy, Uruguay, Mexico, and the UK — the international dimension is one I understand from personal experience, not just professional training.

Damien Fogg — Outsourced CIO

The Mandate

Damien Fogg

I provide the one thing most high-net-worth families lack: Absolute Independence.

With over 25 years of active investing across equities, real estate, and private markets, I have seen how the traditional wealth management industry is designed to serve the institution, not the individual. My role is to invert that dynamic.

I have no products to sell. No funds that benefit from your capital. No AUM fees that incentivize me to keep your money "under management" when it should be deployed elsewhere.

I charge a flat monthly retainer. This ensures my only professional metric is the objective improvement of your financial position. I think in 10-year arcs, providing the strategic oversight required to navigate complex international jurisdictions and generational wealth transfers.

If you are looking for a "hot tip" or a speculative trade for next week, I am not your person. If you are looking for an institutional-grade strategist to anchor your family’s legacy, we should talk.

Member of the Royal Institution of Chartered Surveyors (MRICS)
Founder, 382 Capital and Bastion Capital
25+ years investing across equities, real estate, private markets, and alternatives
Personally structured across multiple international jurisdictions
Clients advised across 10+ countries in the UK, Europe, Middle East, Americas, and Asia Pacific

What Clients Say

From people who've been in the room.

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Work Together

Your wealth is doing something. The question is whether it's doing what you intended.

The first call is 20 minutes. I'll ask a few direct questions about your current position, what's working, and what isn't. If I think I can add something meaningful, I'll explain how. If I don't think I'm the right fit for what you need, I'll tell you that too — and I may be able to point you somewhere more useful.

Schedule a Strategy Stress-Test

Or email directly: damien@damienfogg.com

I work with a maximum of ten clients. If this button is live, there's space.

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