Oculus Advisors | Family office management
16646
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FAMILY OFFICE MANAGEMENT

Working with the Reddy Group, we form part of the Investment Committee and hold responsibilities that include:

  • Corporate and investment strategy
  • Principal investing activities
  • Merger and acquisition advice
  • Debt advisory
  • Corporate finance and treasury management advice
  • Governance and oversight of key investments
  • Management and reporting responsibilities to the family

Recent projects include:

  • Growth capital investments in Wishford Schools, Ozone Coffee and Vios Medical
  • Divestment of Vios Medical, generating strong returns
  • Investments in leading private equity and infrastructure funds in New Zealand
  • Investment in emerging markets (India)
  • Acquisition and oversight of a private real estate portfolio in central London
  • Evaluation of various commercial property and private company investment opportunities across the Pacific, Australia and New Zealand, and in the UK
  • Refinancing of existing debt and new facility negotiation
  • Partnership with the Government of Tonga to re-develop the International Dateline Hotel
  • Investments in listed equity and debt securities
  • Divestment of commercial property assets in New Zealand and the Pacific