What are Assisted Living Units (ALUs)?

Assisted Living Units are residential properties leased to care providers. They are designed to provide stable income and meaningful social value for investors.

How is income typically generated from ALUs?

Income is generally generated through long-term leases with supported housing providers. Investors are not involved in daily management.

Who manages the properties?

The properties are managed by regulated providers who oversee operations, tenant care, and maintenance. Investors retain ownership without operational duties.

Why are ALUs considered resilient investments?

They are supported by long-term social needs and public sector funding, making them less sensitive to traditional market cycles.

Are these opportunities regulated?

The opportunities are not FCA regulated, but the care providers usually operate under regulatory supervision. Each is vetted as part of our due diligence.

Is there a minimum investment?

Minimum investment requirements are not disclosed publicly. They are shared privately once investor status has been confirmed.

What risks should investors be aware of?

Risks may include provider default, policy shifts, or funding changes. We mitigate this through a rigorous selection process.

Can the properties be viewed before investing?

Subject to agreement with the provider, viewings can be arranged for eligible investors. We always respect tenant privacy and operational protocols.

What are secured loan notes?

Secured loan notes are structured, fixed-term investments where capital is lent to support real asset projects. Investors receive a defined yield over the agreed term, supported by legal security.

Who are these opportunities suitable for?

They are available exclusively to High Net-Worth Individuals, Sophisticated Investors, and Professional Clients. These are not retail investments.

How is investor capital protected?

Capital is secured through a legal charge, held by an independent trustee, giving investors priority in the event of recovery.

Returns are contractually defined within the loan note terms, typically offering predictable yields. While structured for stability, capital is always at risk.

What does the investment process involve?

Once eligibility is confirmed, investors receive a due diligence overview and the loan note agreement for review. Onboarding is supported by trustee documentation, with investments commencing when cleared funds are received.

How are these different from traditional property investment?

Loan notes allow for leaner deployment of capital than direct property ownership. Instead of managing tenants or developments, investors participate in a fixed-income structure with defined returns and oversight.

What risks should investors be aware of?

Capital is at risk. Key considerations include project timelines, planning outcomes, or wider market conditions. These are reviewed carefully as part of due diligence.

How can I review full details?

Following confirmation of investor status, we provide private access to the investment overview and arrange a confidential consultation to discuss the opportunity.

What are Actively Managed Certificates (AMCs)?

AMCs are listed investment certificates that track a defined strategy, managed by professional portfolio managers. They may target fixed income, capital growth, or a blend of both.

How do AMCs generate returns?

Returns are achieved by following a clear investment strategy, with managers actively allocating capital in line with the defined mandate.

AMCs are managed by institutional professionals, with performance monitored against the stated objectives.

What makes AMCs different from traditional funds?

Unlike traditional pooled funds, AMCs are exchange-listed certificates with flexible design and direct tradability.

AMCs are listed instruments but are not retail products. Access is limited to qualified investors.

What risks should investors be aware of?

Risks include strategy underperformance, market fluctuations, and currency exposures.

Who are AMCs suitable for?

AMCs are available to High Net-Worth Individuals, Sophisticated Investors, and Professional Clients.

How can I access further details?

Once investor status is confirmed, private access to the AMC overview is provided.

What are Digital Asset Strategies?

They are proprietary trading models in cryptocurrency markets, using both spot and derivatives positions. Two core approaches are typically applied: one prioritises capital preservation in spot markets, while another captures volatility in derivatives markets with high-frequency execution.

How are returns generated?

Returns are achieved through discretionary long/short trading, risk-managed leverage, and adaptive hedging frameworks. The strategies exploit market inefficiencies, momentum shifts, and structural dislocations, aiming to generate consistent absolute returns across cycles.

What performance history supports these strategies?

The strategies have demonstrated historically strong compounding outcomes across different market cycles, showing resilience during both high-volatility and more stable periods. Full performance records, verified through on-chain and exchange-linked data, can be requested in a private overview once investor eligibility has been confirmed.

Strict risk controls are applied, including predefined stop-loss levels, hedging with perpetual futures, and dynamic position sizing. Maximum drawdowns have historically remained limited, reflecting a capital preservation-first mandate.

Are these opportunities regulated?

The strategies themselves are not FCA-regulated financial products. However, compliance protocols such as KYC and AML are applied, and performance is verified through on-chain data and exchange-linked records. Investors should always seek independent financial advice.

What are the expected returns?

Outcomes are structured according to tiered investment levels, with higher commitments providing access to enhanced structures. Specific performance targets are not published publicly, but certified investors may request access to a private overview once eligibility has been confirmed.

How liquid are these investments?

Withdrawals are structured with notice periods of 30–90 days depending on tier. This ensures tactical capital deployment while maintaining flexibility.

Who are these opportunities suitable for?

Access is strictly limited to High Net-Worth Individuals, Sophisticated Investors, and Professional Clients. These are not retail investments, and all capital is at risk.

What risks should investors consider?

Risks include market volatility, liquidity shifts, derivatives exposure, and policy or regulatory developments. Capital loss is possible, and past performance is not a guarantee of future outcomes.

What is meant by a regulated FX platform?

A regulated FX platform operates under the supervision of a recognised financial authority, such as the FCA, ASIC, or equivalent international regulators. These platforms are required to meet defined standards relating to capital adequacy, client protection, reporting, and operational conduct.

How is investor capital protected on regulated platforms?

Regulated brokers are required to hold client funds in segregated accounts, typically with Tier-1 banking institutions. This separation ensures client capital is not commingled with the broker’s operational funds and is protected from creditor claims should the firm encounter financial difficulty. In certain jurisdictions, investors may also fall under statutory compensation schemes if a broker becomes insolvent.

What safeguards exist against excessive losses?

Many regulatory frameworks require platforms to implement negative balance protection, ensuring that losses cannot exceed the capital held within an account. In addition, leverage limits are imposed by regulators to reduce exposure to extreme market volatility and prevent disproportionate risk.

How is fair execution ensured?

Regulated FX platforms are subject to best execution requirements. This obligates firms to seek the most favourable pricing and execution conditions available at the time of a trade. Brokers must also disclose how orders are routed and how potential conflicts of interest are managed.

What level of transparency can investors expect?

Investors receive standardised reporting covering trade execution, fees, and costs. These reporting obligations are defined by regulatory frameworks such as MiFID II and are designed to ensure clarity and accountability in how transactions are processed.

How are disputes handled?

If a dispute arises, regulated platforms provide access to independent dispute resolution bodies, such as a Financial Ombudsman Service or equivalent authority. These services offer an external mechanism for resolving issues without additional cost to the investor.

What compliance and security standards apply?

Regulated platforms are required to adhere to strict Know Your Customer (KYC) and Anti-Money Laundering (AML) protocols. While this can extend onboarding timelines, it provides an added layer of protection against fraud and misuse. Firms must also maintain robust cybersecurity measures, including encryption and multi-factor authentication, to safeguard personal and financial data.

Does Thomas Kelly Holdings manage or control FX accounts?

Thomas Kelly Holdings does not manage FX accounts or provide trading advice. Our role is limited to introducing suitable regulated platforms where appropriate. Any engagement with a platform is conducted directly between the investor and the provider.

Where can I find further information on platform access?

Further information on platform access and referral pathways is available within the Investment Opportunities section.

What is meant by an off-market luxury investment?

An off-market luxury investment refers to an asset that is not publicly advertised or listed on open marketplaces. These opportunities are introduced privately through established broker networks, advisers, or direct relationships, rather than through public listing platforms.

Why do sellers choose to transact off-market?

Sellers often prioritise privacy, certainty, and discretion over broad exposure. Off-market transactions allow owners to control who has visibility of the asset, limit speculative interest, and avoid the disruption that public marketing can create, particularly for high-value or lifestyle-sensitive assets.

How does off-market access benefit investors?

By operating outside public marketplaces, investors avoid competitive bidding environments and the price inflation often driven by public demand. This can create space for more measured negotiation, flexible structuring, and earlier engagement with assets before they are widely known.

What types of assets are typically accessed off-market?

Off-market luxury opportunities may include high-end residential property, boutique hotels, commercial portfolios, super yachts, and rare or collectible assets such as prestige vehicles. These assets are often introduced privately to maintain value, confidentiality, and operational stability.

How is discretion maintained throughout the process?

Transactions are handled within a closed network of trusted counterparties. Information is shared selectively, documentation is exchanged through secure channels, and public visibility of ownership or transaction details is minimised wherever possible.

Does off-market mean higher risk?

Off-market does not imply lower standards. Each opportunity is assessed on its own merits, including asset quality, legal structure, and counterparties involved. Privacy relates to how the opportunity is introduced, not to the level of scrutiny applied.

How does Thomas Kelly Holdings participate in these transactions?

Thomas Kelly Holdings acts as an introducer, facilitating access to suitable off-market opportunities through established relationships. We do not act as brokers or agents for the underlying assets, nor do we manage the assets on behalf of investors.

Are these opportunities suitable for all investors?

Off-market luxury assets are typically appropriate for experienced investors who understand the nature of illiquid, high-value acquisitions and who place importance on discretion and long-term positioning rather than short-term liquidity.

Where can I find further detail on current off-market luxury opportunities?

Further detail on current off-market luxury opportunities is available within the Investment Opportunities section.

AMC (Actively Managed Certificates) - Thomas Kelly Holdings

Privately sourced and rigorously vetted, our off-market portfolio includes a select number of actively managed certificates across energy innovation and advanced healthcare. Current mandates include exposure to energy generative design systems and private pharmaceutical platforms operating across high-growth therapeutic areas, selected for their long-term relevance, resilient income characteristics, and disciplined execution.

For an overview including structure, strategy framework, and sector exposure, see the investment overview below.

Access to selected opportunities, approached with discretion

If you would like to discuss eligibility, certification, or a specific opportunity in confidence, our team is available for a private consultation.

Schedule a Confidential Consultation Explore Opportunities