the private officepdf.savills.com/documents/savillsprivateoffice.pdf · 2019-01-16 · markets, the...
TRANSCRIPT
the private office
the private office
“ everything should be made as simple as possible, but not one bit simpler.”
AlbertEinstein
TrustDiscretionExpertiseAccessibilityFlexibility
the private office the private office
Our business proposition
Introducing The Private Office – a single point of contact for in-depth, global expertise.
ThePrivateOfficehasbeenestablishedbySavillstocombinethehigheststandardsofdiscretionandservicewiththenetwork,resourcesandexpertisethatonlyglobalorganisationscansuccessfullyprovide.
TherationalebehindThePrivateOfficeisstraightforward.Ascompaniesgrow,theyoftenlosetheverysimplequalitiesuponwhichtheywereoriginallybuilt.Inparticular,largeorganisationsinvariablystruggletomaintainthehighstandardsofclientserviceatwhichsmaller,boutiqueoperationsnaturallyexcel.
Fromitsfoundationmorethan150yearsago,Savillshasgrownfromasingleofficeintooneoftheworld’sleadingprovidersofrealestateservices.Throughoutthistime,communicationandservicehavebeenregardedasvital.TheestablishmentofThePrivateOfficethereforerepresentsthenextstepinacontinuingprocesstoensurethatourclientsremainthefocalpointofeverythingwedo.
ByoperatingwithinSavillsbutremainingquitedistinctfromit,ThePrivateOfficeisauniqueconceptwithinthepropertysector.ByofferingclientsonehighlyexperiencedpointofcontactwithacloseknowledgeofSavillsglobalbusiness,ThePrivateOfficeensuresaccesstotheverybestofSavillsextensivenetworkandspecialistexpertisewhileguaranteeingabsoluteprofessionalism,discretionandprivacy.Indeed,ourreputationandsuccessdependsentirelyuponourabilitytofulfilthispromisetoeveryclient,everytime.
the private office the private office
An initial discussion with The Private Office enables clients, or their advisors, to detail their requirements and agree on how they wish their account to be managed. Once this is established, The Private Office offers three principal types of service.
ThePrivateOfficepersonnelidentifythemostappropriateexpertswithinSavillsandprovideallnecessaryintroductionsandinstructions.Thisavoidstheneedforclientstorepeattheirrequirements.ThePrivateOfficethenmonitorstheprogressofeveryenquirytoensurethatthetypeandqualityofservicebeingprovidedisasrequired.
Forgreaterconfidentiality,clientscanappointPrivateOfficepersonneltoactdirectlyontheirbehalf.Inthesecases,andonlyifnecessary,ThePrivateOfficemaydrawupontheexpertiseofotherspecialistswithinSavills.Atalltimes,however,confidentialclientinformationisrestrictedtoThePrivateOffice,therebyguaranteeingtotaldiscretion.
Forassignmentsspanningdifferentsectors,suchasaportfolioevaluation,ThePrivateOfficecancombinetheseservices.ThisenablesPrivateOfficepersonneltoleveragethefullextentofSavillsexpertisewhileretainingpersonaloversightatalltimes.Insuchcases,ThePrivateOfficeco-ordinatesSavillsspecialists,providingthenecessarybackgroundinformationbeforebringingtogethertheirseparateconclusionsintoafinalrecommendationthatisbalanced,comprehensiveandmindfulofthebroadercontext.
Naturally,eachrequestisconstantlymonitoredbyPrivateOfficepersonnelandourservicesrefinedoradaptedasnecessaryinordertoaccommodatethespecificrequirementsofindividualclients.
Presenting tailored flexibility
“ the only thing to do with good advice is to pass it on. it is never of use to oneself.”
OscarWilde
the private office the private office
The Private Office understands fully the inherent tension that can sometimes exist between complete confidentiality and full disclosure by clients of their wider interests.
Nevertheless,theincreasingcomplexityandinterdependenceofdifferentfinancialmarketsmakesitimpossibleforsoundadvicetobegivenwithoutknowledgeofthebroadercontext.
Thecontinuingupheavalinallglobalmarketsmakesitevenmoreimportantforadvisorstobeinformedfullyoftheirclient’sfinancialarrangementsbeforemakingtheirrecommendations.
AllPrivateOfficepersonnelarehighlyexperiencedandextremelyfamiliarwiththesophisticatedandinterrelatednatureofdifferentfiscalandregulatoryregimes.OurstaffcanlocatetheoptimalsolutionsforanyrealestaterequirementfromwithinSavillsnetworkofexpertsandourownextensive,expandingandprivatedatabaseofcontacts.
ThisgivesThePrivateOfficetheabilitytoleveragespecialistexpertisewhileensuringcompleteclientprivacy.Asaresult,ThePrivateOfficecanactasapartnerforwealthmanagementofficesandotheradvisors,abletocomplementfullytheservicestheyprovide.
Understanding your needs
“ knowledge is of two kinds. we know a subject ourselves or we know where we can find information on it.”
SamuelJohnson
the private office the private office
“ by far the best proof is experience.”
SirFrancisBacon
Within the real estate sector, The Private Office is unique in its ability to combine the discreet and specialised client service offered by boutique organisations with the extensive presence, experience and expertise that only a global business can provide.
ThiscombinationensuresthatclientsofThePrivateOfficehaveconfidentialaccesstotheverybestadviceofferedthroughouttheSavillsnetwork.Thisincludesover500officesandassociatesthatspanover47countriesandemploymorethan15,000people.Savillspersonnelcanofferclientsmorethan300separatedisciplinesthatcovertheentirespectrumofrealestatesearch,financing,investment,managementandconsultancy.
Summariesoftheservicesthatweprovidecanbefoundwithintheleafletsatthebackofthisdocument.
Morethan150yearsofrealestateexperienceinformsallserviceandadviceprovidedbyThePrivateOfficeandourcolleagueswithintheSavillsnetwork.Takentogether,thisnetworkpresentsclientswithaformidableresourceofunrivalleddepthandbreadth.Moreover,itisaresourcewithwhichallpersonnelwithinThePrivateOfficeareextremelyfamiliar,ensuringthatanyclientinstructionorrequestisexecutedwiththeutmostspeedandefficiency.
Leveraging global expertise
the private office the private office
“ wealth is the slave of a wise man, the master of a fool.”
Seneca
A number of clients prefer not to entrust their personal information to large organisations that operate a centralised database.
ThePrivateOfficefullyunderstandsandrespectsthereasonsbehindsuchdecisionsandhasproceduresthatguaranteecompleteclientconfidentiality.ThePrivateOfficeoperatesitsown,securedatabasewhichcanbeaccessedonlybyauthorisedpersonnelandisentirelyseparatefromanydatabaseusedbycolleagueswithintheSavillsnetwork.Asaresult,bothadvicegivenandinformationreceivedbyourstaffremainssecurelywithinThePrivateOfficeatalltimesandcannotbedivulgedtothirdpartieswithouttheexpresspermissionoftheclient.
Mostinvestmentportfoliosnowadaysrequiresophisticatedtaxstructures.Whilstwedonotpretendtoadviseonsuchmatters,weregularlyworkincloseharmonywiththosethatdo.Clientscanthereforerestassuredthatanydetailswhichtheyprovideregardingtheirpersonalfinancialarrangementsareatalltimesrespectedandtreatedasprivilegedinformation.
Holding privileged information
the private office
“ in the business world the rear view mirror is always clearer than the windshield.”
WarrenBuffet
Delivering formidable research
Together with the expertise afforded by its global network of offices, Savills possesses a property research department that is second to none. Studies and reports that span every aspect of residential, rural and commercial property are produced by Savills analysts on a regular basis.
Thisresourceis,ofcourse,availabletoclientsofThePrivateOffice.Someuseitsimplytostayabreastofrecentdevelopmentsinareasofinterest;forothers,itcaninformanyinvestmentdecisionsorportfolioreallocationsthattheymaybeconsidering.
ThePrivateOfficehostsexclusiveclientbriefingsthatfocusonmanyrelevantissues;wecanalsoadviseclientswhenevernewandpertinentresearchbecomesavailable.Alternatively,wecanarrangeforclientsandtheiradvisorstoreceivesuchresearchonaconfidentialbasisimmediatelyuponpublication.Formoreparticularenquiries,ThePrivateOfficecanalsocommissionspecialisedpropertyresearch,analysisandsectorperformancesummariesdirectlyonbehalfofourclients.
the private office
David ForbesHead of The Private Office
David Forbes joined Savills in 2007.
DavidForbesbecameapartnerwithChesterfield,oneofLondon’sleadingestateagents,in1984,wherehewaspredominantlysellinghighendpropertiesinChelsea,BelgraviaandKnightsbridge.In2006SavillsacquiredChesterfieldandbroughtDavid’sexpertiseintothefold,strengtheningtheteam,networkandknowledgebase.
Davidisacknowledgedtobeaworldclassexpertatthetopendoftheresidentialmarket.HehasbeenresponsibleforthesaleofmanyofLondon’smostexpensivehousesandhasbuiltupavastpersonalnetworkofclientsprovidinginvaluableadvicetoall.
RecognisingtheneedforaspecialistdepartmentwithinSavillstoprovidethetypeofdiscreetandconfidentialservicehisclientbasehascometoexpect,butacrossawiderspectrum,DaviddrewonhismatchlessexperiencetosetupandlaunchThePrivateOffice–asinglepointofcallforclientslookingforcrossborderandmultidisciplineexpertisecombinedwithanexceptionallevelofservice.Davidhasbeenworkingwithsomefamiliesforover30yearsandacrossmultiplegenerations.
PriortohisworkinpropertyDavidservedasanofficerintheBrigadeofGurkhasandthensetupatrekkingcompanyintheHimalayas,whichheransuccessfullyfortenyears,withclientsfromasfarafieldastheUSAtotheFarEastbeforereturningtotheUKin1980.
Davidismarried,withtwodaughters,andlivesincentralLondon.
t:+44(0)2078249001m:+44(0)7785261994e: [email protected]
33 MARGARET STREET, LONDON, W1G 0JD
SAVILLS SERVICES DIRECTORY
OUR GLOBAL NETWORK
Savills has over 700 offices & associates in over 60 countries across the globe. This includes a network of over 135 offices in the UK, Channel Islands and Ireland and 37 offices in London.
SavillsOffices
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102 133
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US, Mexico& Caribbean
United Kingdom& Ireland
Europe Middle East& Africa
Asia Pacific
With almost one in six prime central London properties over £5 million now sold to international purchasers, global insight and connections are essential.Through our network of over 700 offices and associates, we ensure
sellers reach the right overseas audiences, while meeting the needs of international buyers with personal local service supported by a detailed knowledge and understanding of the London and wider UK market.
THESERVICES
THE SAVILLS SERVICE ALSO INCLUDES
The Private OfficeSavills33 Margaret StreetLondon W1G 0JDUnited Kingdom+44 (0) 20 7824 9001
The Private Office
David ForbesDirector
DL +44 (0) 20 7824 9001M +44 (0) 7785 261994E [email protected]
Savills Investment Management LLPSavills Investment Management LLP is aninternational property fundmanager, creating uniqueopportunities for clients.
Prime PurchasePrime Purchase specialisein finding and acquiringboth London and Countryresidential properties.
SPF Private ClientsSPF Private Clients offersindependent fundingsolutions and generalinsurance broking for allproperty types and locations.
Savills ResearchWith a longstanding reputationfor producing accurate,well-informed analysis andcommentary on the UKhousing, land and mixed-usemarkets, the Savills Researchteam is widely recognised asa leading authority. Analysis isunderpinned by consultancyfor investors, developers,lenders and government.
Professional Servicesfor Private ClientsSavills can offer professionalservices to private clients suchas mediation, litigation andadvice on tax.
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AuctionsBanking & ReceivershipBars & RestaurantsBuilding Consultancy & TaxCapital AdvisoryCapital AllowancesCommercial Fit OutCompulsory PurchaseCross Border InvestmentDevelopment & RegenerationDevelopment MonitoringDilapidationsDue DiligenceEuropean InvestmentExhibition SpaceExpert WitnessHealthcareHoliday ParksHotelsHousing Consultancy
IndustrialIndustrial LogisticsInstitutionalInternational InvestmentInvestment ConsultancyLease ManagementLeisureOccupational Fit OutOfficesPipelinesPlanning & RegenerationProperty ManagementPublic SectorRatingRent ReviewsRetailService ChargeSustainabilityUrban DesignValuations & Litigations
In the 160 years or so of Savills growth, the number of disciplines and areas of expertise on offer has grown hugely. In short, across our global network, Savills offers over 400 services and areas of expertise, a selection of which are listed here.
Savills acts for a variety of major institutions and occupiers across the entire spectrum of commercial property namely office, industrial, retail, hotel, leisure and other specialist areas.
SAVILLS SERVICES AVAILABLE
COMMERCIALAppraisals/AssessmentsArbitrationAsset ManagementAuctionsAffordable ServicesBuilding ConsultancyBuy to Let AcquisitionBuyingBuy to Let (Lettings)Central London Development Lettings Central London Residential SalesCIL MitigationCIL Rating SettingClient AccountingClient ServicesComplianceCompulsory PurchaseCorporate Real Estate & LettingsCorporate LettingsCorporate ServicesCountry Houses LettingsCountry House Residential SalesCustomer Relations DepartmentDevelopmentDeposits LettingsDilapidation Advice - LettingsExpert WitnessFinanceFlat SalesGlobal ResidentialHigh Net Worth IndividualsHigh Net Worth Individuals LettingsHMO’s LettingsHousing ConsultancyHotels & Serviced ApartmentsHouse SalesIndustrial & M25 OfficesInstitutional PropertyInstitutional Residential Property Interior ServicesInterior Services - LettingsInvestment Advisory Lettings
Investment LettingsInvestmentLeasehold EnfranchisementLeisureLeisure PropertyLondon Office ResearchLondon Residential Development ResearchManagement - LettingsMediationNew Homes SalesNorthern European ResearchPlanning & RegenerationPublic SectorPrime Purchase Residential Buying ServicePrivate Office Property ManagementRent CollectionResidential ApartmentResidential DevelopmentResidential Sales – Countryhouses, London & InternationalResidential LettingsResidential Development ConsultancyResidential Development ViabilityResidential InvestmentResidential InternationalResidential ResearchResidential SalesRetail GISRural Research Scottish ResidentialResearchSouthern European ResearchStudent Housing ResearchSurveysSustainabilityUK Regional City Commercial ResearchUK Residential ResearchValuationWorld Research
Access IssuesAgribusinessBuilding Consultancy & Architectural ServicesBusiness AccountingCompulsory Purchase & CompensationConditional ExemptionContract Farming & Joint VenturesCountry House ConsultancyDevelopmentEnergyEstate Management & ConsultancyFamily Office ServicesFarm & Estate Sales & PurchaseFilm LocationsForestryInsolvency & Corporate RecoveryInvestmentLandlord & TenantLitigation and Dispute ResolutionMappingMinerals & Waste ManagementPlanningProperty Management RecruitmentRural Business DiversificationSingle Farm Payments & QuotasSportingTaxation & Succession Planning
Savills is market leader in the sale of a range of quality property including country property – from small cottages to the largest stately homes and estates, prime central London properties and quality new homes.
With 43 dedicated rural offices around the countryand over 900 professionals, Savills Rural business is focused on the commercial needs of people with properties, farms and estates in the countryside.
RESIDENTIAL RURAL
We have a broad range of specialisations and advisory services including:
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