Values led<br> Client centric<br> Results driven

Values led
Client centric
Results driven

Leading the way in intelligence driven financial services

Heligan Group is more than just an investment firm; we are visionaries in a world of potential. Rooted in core values of collaboration, trust, and integrity, we pride ourselves on our commitment to long-term relationships, built on mutual understanding and shared goals.

We go beyond being just a financial institution; we are your expert advisors and confidants, dedicated to understanding your aspirations and tailoring strategies that surpass expectations. Every aspect of our work is reinforced by a globally recognised advisory panel, comprising luminaries from the technology, law enforcement, military, and intelligence fields.

Driven by our unwavering commitment to global safety and progress, our core mission is to leverage our unique position as an international intelligence driven merchant bank. By advising and investing in trailblazing technology enterprises, we aim to bridge the gap between profit and purpose, ensuring a safer world for all.

Our focus

We invest in technology businesses in the National Security, Crime Prevention and Public Safety sectors
National Security

National Security

Governments need technology to discharge their duty to protect the nation-state, economy, and our way of life from strategic threats.

Crime Prevention

Crime Prevention

Governments and businesses deploy technology to deter, disrupt, and detect criminality.

Public Safety

Public Safety

Governments and businesses deploy technology to safeguard people, infrastructure, and assets from risks to their safety, security, and reputation.

Our guiding principles

When selecting Heligan as your chosen advisory partner, it is crucial to understand that every aspect of our work at Heligan Group is congruent with a set of guiding principles that drive our success:

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Collaborative, client-focused outcomes

We prioritise working closely with our clients to achieve outcomes that meet their unique needs and aspirations.

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Attentive listening and understanding

We take the time to truly listen and comprehend not only where our clients aim to reach but also their preferred path to get there.

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Long-term strategic relationships

We believe in fostering enduring strategic partnerships with our clients, cultivating a relationship built on trust, mutual understanding, and shared objectives.

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Expert advisor and critical friend

We blend the role of an expert advisor with that of a trusted confidant, empowering and sustaining our clients' success in a dynamic manner.

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Acting with integrity, trust, and respect

We hold ourselves to the highest standards of integrity, ensuring that our actions are trustworthy and respectful in all interactions.

By embodying these principles, we instil confidence in our clients, providing them with the assurance that their interests are at the heart of our work and their success is our utmost priority.

Heligan Group Heligan Group

Our history

Heligan Group

2015

Heligan Group was founded by Dr Tim Grasby with a vision to create a unique holistic service offering, underpinned by values of integrity and client service

2017

Keith Bristow joined to establish the focus on the National Security, Crime Prevention and Public Safety sector

2020

Significant team expansion, with appointment of four partners to lead and grow the Corporate Finance and Wealth Management divisions

2021

Completed direct investments in technology led businesses Arquebus Solutions (UK), Projectina (Switzerland) and Pandora Intelligence (Netherlands)

2021

Acquired a minority stake in Hay Hill Wealth Management, enabling a partnership offering for high net worth clients seeking a bespoke private bank offering

2022

First Private Equity fund launched from Jersey, with a focus on Science and Technology investments in the National Security, Crime Prevention and Public Safety sectors. Investments in Interrupt Labs (UK), Landguard Systems (UK) and CCL Group (UK) completed in 2022

2023

Moved to 4 Saint Philip's Place. Significant team growth across Corporate Finance and Investments divisions. Nominated for six industry awards

Our team

With a collective track record, we have hundreds of years of success across a broad range of sectors. This extensive experience serves as the foundation for our ability to offer clear, concise, and invaluable advice throughout every step of the process.

Meet our team
Contact us

Get in touch today to discuss how we can help with your Investment, Corporate Finance or Wealth Management needs. 

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