Entrepreneur's Investment Office

Overview

The Entrepreneur’s Investment Office Ltd, also known as EIO, advises institutional and qualified-investor entities globally.¹ The firm works with liquid and illiquid assets, including real estate, private companies, fixed income, currencies, ETFs and equities.¹ EIO lists an office in Dubai and states that its Dubai entity is regulated by the Dubai Financial Services Authority under FRN F004144.¹

EIO says client relationships often begin with a financial issue or objective that an investor has been unable to solve.¹ It combines platforms, structures and resources to develop solutions for investor objectives.¹ Investors may have single or multiple strategies with EIO at one time, and the firm says most investors undertake repeat transactions with it.¹

History

EIO was originally formed in London in 2016.¹ The firm is privately owned by a number of entrepreneurs and high-net-worth individuals.¹ Nicholas Levitt joined the group in 2017 as CEO and founder.²

Timeline

1. 2016EIO was originally formed in London in 2016.
2. 2017Nicholas Levitt joined the group in 2017 as CEO and founder.

Leadership

Nicholas Levitt is listed as founder and CEO, and as a director of the parent entity.² The firm describes him as having 25 years of international banking experience with HSBC.² His experience spans corporate, investment, risk and private banking, with senior positions including executive committees and boards in Hong Kong, the UAE, Qatar, India, Indonesia, the UK and Mauritius.²

Keith Bradley is listed as finance manager and described in his biography as chief financial officer.² His background includes senior leadership positions at HSBC and roles as Group Chief Business Officer and Chief Operating Officer at Barwa Bank in Qatar.²

Charles de Boissezon is listed as chairman of the board and chairman.² His career includes HSBC, Banque Piguet & Cie SA and Hinduja Bank (Switzerland) Ltd.²

Indranil RC is listed as chief sales officer, GCC.² His stated experience covers investments, M&A, fundraising, corporate strategy and risk management.² Cherry Sun is listed as head of transaction management, with experience in corporate banking, private banking, relationship management, wealth management and capital markets.²

Darragh Monaghan is listed as operations manager and works in the trading-monitoring division.² Ameet Saldanha is listed as company secretary.² Parastu Aghai is listed as compliance officer and MLRO.²

Services

EIO designs bespoke financial structures and strategies around specific investor objectives.¹ Its investment-adviser role includes designing, implementing and monitoring financial strategies, often through long-term relationships with partners or related entities.¹

The firm commonly seeks to exchange illiquid assets for liquid financial assets, or the reverse.¹ Its advisory structures may begin with cash, US Treasuries, Capital Guaranteed Notes and investment-grade fixed income.¹ EIO partners with global banks and other financial institutions to execute strategies rather than managing them in-house.¹ It states that it does not handle investor money and that strategies are run through global financial-services groups.¹

EIO cites project funding and liquidity for complex ultra-high-net-worth-individual family structures as example outputs.¹ It says investment performance may be enhanced through leverage, technology and algorithms.¹ The firm also works with other entities to provide multiple-times leverage on investment portfolios.¹

EIO provides trading advisory for highly sophisticated investors.¹ Trading advisory may involve algorithms and arbitrage programmes reviewed and subjected to due diligence before use.¹ Trading strategies focus on currencies, gold, oil, ETFs and indices.¹ EIO says trading exposure may be leveraged through brokers and prime brokers.¹ The firm prefers a small number of high-performing trading strategies and continues to seek new strategies.¹

What the firm offers

• Private and alternative investments

Client focus

EIO advises institutional and qualified-investor entities globally.¹ It also cites complex ultra-high-net-worth-individual family structures among the situations for which it may provide project funding and liquidity.¹ The firm says it seeks long-term investor relationships and alignment of interests among stakeholders.¹

Investment philosophy and approach

The firm says it builds strategies around specific investor objectives and combines platforms, structures and resources to address them.¹ EIO says its approach can involve liquid and illiquid assets, exchanges between those asset types, leverage, technology and algorithms.¹ It states that it does not pursue an ESG strategy.²

FAQs

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Sources

1. The Entrepreneur’s Investment Office Ltd (accessed 2026-10-23).
2. EIO Our Team (accessed 2026-10-23).

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.