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UK Private Markets Platform

Local Champions
for Local Capital
investing in Local
Opportunities.

We channel local capital into the UK's most compelling private market opportunities — combining unrivalled expertise of UK pensions with deep insights and extensive networks to unlock unique investment opportunities.

Request a Conversation Our Model
30+ Professionals
500+ Years Combined Experience
£7bn+ Deployed Across Private Markets
5 Asset Class Strategies
Important Information

Point Break Partners Limited is not authorised or regulated by the Financial Conduct Authority and intends to apply for authorisation; however, there can be no assurance that such authorisation will be obtained.

This website is directed only at professional investors and other persons to whom it may lawfully be communicated. It is provided for information purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities or investments.

Further important information is set out in our Legal & Regulatory Information.

The Opportunity

Britain has the capital, the talent and the investment opportunities to deliver better outcomes for pension savers and stronger long-term growth.

UK pension funds hold in excess of £3 trillion in assets today and are forecast to grow to in excess of £5 trillion by 2034 (including £1.5 trillion of defined contribution pension assets). Less than 5% of current allocation is dedicated to UK private markets — while international peers target allocations in the region of 30 to 50%.

Meanwhile, the UK faces significant investment needs: c.£70 billion per year for net-zero infrastructure alone, an undersupply of housing and a scale-up capital gap that limits the ability of UK companies to grow and commercialise.

The Mansion House Compact and Accord represent the most significant shift in UK pension policy in a generation — unlocking £150 billion or more into productive domestic assets by 2030.

"We see a significant opportunity to enhance UK pensioners' risk-adjusted returns, converting long-term savings into long-term productive assets." John Brennan CEO & Managing Partner
<5%
UK pension allocation to private markets — versus 30 to 50% target allocations among international peers
Source: HM Treasury / DWP, Productive Finance, 2024
£5tn+
Forecast UK pension assets by 2034 — including £1.5tn+ of defined contribution assets
Source: Pensions Policy Institute, 2025
£150bn+
Capital to be unlocked by the Mansion House Accord by 2030
Source: Mansion House Accord, HM Treasury, 2024
£2.6tn
10-year UK private markets investment opportunity across all asset classes
Source: PBP Research, 2026
Why We Built This

In 2023, I was part of the team that assisted in the rescue of Silicon Valley Bank UK in its sale to HSBC to create HSBC Innovation Bank. What struck me most was what this transaction revealed regarding the state of UK growth and private markets investment. Eighty to ninety percent of growth investment in the UK was being made by firms representing non-UK capital. UK pension funds, holding trillions in long-term savings, were almost entirely absent from the domestic private markets.

I had spent my career at Goldman Sachs and Rothschild. I understood how capital markets are structured — and I understood why UK pension funds weren't participating. The platforms that existed were designed for global mandates and global economics. Their fee structures, their governance, their incentives — none of it was built for the UK pension industry's needs. Nobody had built the institution this moment demanded.

Point Break Partners is that institution. Not a fund. A co-owned platform — to be built alongside the pensions industry, accountable to it at the structural level and aligned with it on every decision that matters. Britain's long-term savings should play a pivotal role in British private markets. The only question is whether the right platform exists to deploy it responsibly, efficiently and at scale.

We believe it does now.

John Brennan
CEO & Managing Partner, Point Break Partners
Previous experience: Partner, Goldman Sachs  ·  Global Partner, Rothschild & Co
The PBP Model

The platforms that exist weren't built for you.
We built something that is.

Point Break Partners is a co-owned, UK-focused, multi-asset private markets platform built from the ground up for UK pension capital and other sources of long-term patient capital focused on UK private markets investment.

1

Co-Owned

Asset owners and investors will receive equity in the management company itself. Your economics are aligned to ours at the platform level.

2

UK-Only

Every pound we deploy goes into UK growth companies, infrastructure, real estate, private equity and private credit. Exclusively domestic. By design.

3

Fully Aligned

Fee cards designed for pension fund clients. Performance-linked incentives. Comprehensive and extensive co-investment opportunities. Every structural decision made to align platform outcomes with asset owner outcomes.

4

Technology-Enabled

Free from legacy. We leverage advanced technology, data and AI-driven analytics to originate, structure and manage investments more efficiently.

Multi-asset means one institutional-grade platform — not five separate relationships, five separate due diligences, five separate fee negotiations. One integrated platform, one governance framework, one aligned team.

We are building investment fund structures bespoke for the pension fund community and sources of long-term patient capital across all five strategies.

Learn more about the model
PBP
Our Mission

This is bigger than a fund.

Point Break Partners exists to be the platform that channels Britain's long-term pension capital into productive domestic assets — responsibly, efficiently and at scale.

As a co-owned institution built for the long-term benefit of its asset owners — including attractive asset owner economics, full alignment and a mandate rooted in the UK need.

Positioned at the intersection of the Mansion House Compact, the Accord and the UK's productive finance agenda — we are building the platform this moment demands.

"Local Champions for Local Capital investing in Local Opportunities."

Driving Attractive Pensioner Returns

Targeting the best risk-adjusted returns for UK pensioners through attractive UK private markets opportunities.

Place-Based Origination

Regional and local-authority-level deal sourcing — capital deployed where Britain's most attractive return opportunities exist.

Technology-First Platform

AI-driven investment analytics, integrated data infrastructure and operational leverage built in from day one — no legacy constraints.

Integrated ESG & Impact

ESG assessed at every stage of the investment process. Net Zero, social impact and UK productivity built into the investment framework.

Government & Policy Alignment

Designed to complement the UK's productive finance agenda aligned with Mansion House objectives and public capital frameworks.

Mansion House Aligned

A supportive policy agenda from the Compact and Accord — positioned as a key delivery vehicle for the UK's productive finance agenda.

Investment Strategies

Five asset classes.
One integrated platform.

A firm built as a partnership with best-in-class experience across relevant asset classes, integrated with a single mission. Each strategy is designed to operate independently with the benefit of synergy and expertise shared from partners across asset classes — creating efficiencies across origination, governance, know-how and asset owner/investor relationships under one co-owned platform.

1

Growth Equity

Long-term capital for the UK's most innovative companies across life sciences, technology and sustainability growth strategies.

Explore strategy →
2

Infrastructure

Financing the transition to Net Zero and the modernisation of Britain's core systems — energy, digital and circular economy.

Explore strategy →
3

Private Equity

Backing Britain's most enduring businesses through the long term — including secondaries, continuation vehicles and public market strategies.

Explore strategy →
4

Private Credit

UK direct lending and special situations across the credit spectrum — providing growth capital, working capital and structured credit to UK businesses.

Explore strategy →
5

Real Estate

Delivering housing, regeneration and the built environment Britain needs — from living and logistics to heritage.

Explore strategy →
Why Invest in Point Break Partners

One platform. Five strategies.
Aligned at every level.

Co-Owned Alignment

Asset owners and investors hold equity in the management company itself — the only UK private markets platform structurally co-owned by its investors. Your outcomes and ours are aligned at the platform level, not just the fund level.

One Integrated Multi-Asset Platform

Five strategies, one institutional-grade platform — one governance framework, one aligned team, one set of asset owner relationships. Not five separate due diligences and five separate negotiations.

UK-Only by Design

Every pound deployed goes into UK private markets. Not a UK sleeve in a global fund. Currency-aligned, policy-aligned and proximate to the opportunities and stakeholders that matter.

Structurally Aligned Economics

Fee cards designed for pension fund clients within the context of the DC TER cap. Performance-linked incentives. Comprehensive and extensive co-investment opportunities. Every structural decision aligned with asset owner outcomes.

Proven Specialist Team

33+ partners, 500+ years of combined experience and £7bn+ deployed across UK private markets — from Goldman Sachs, Rothschild, GIC, Aviva, M&G, HSBC and more.

Technology-First Operating Model

Built free of legacy. AI-driven analytics, integrated data infrastructure and operational leverage from day one — driving better decisions, lower cost-to-serve and radical transparency.

Culture is Our Edge

Culture is our edge — and it compounds.

Point Break Partners is built on six core values that shape every decision we make and every relationship we build.

Purpose

Local champions for local capital, investing in local economic opportunities.

Partnership

Working for our investors, for each other and for our communities.

Pre-eminence

Aspiring for excellence across all our business practices.

Prudence

Striving to do the right thing, especially when it is hard to do so.

Prosperity

Creating value for investors, with our interests fully aligned to theirs.

Professionalism

Maintaining integrity, seriousness, skill and competence in everything we do.

"The best people join because of purpose.
They stay because of culture.
At Point Break Partners, both are built in."

The Team

Built as a partnership driven by a common purpose and a clear culture.

Founders and partners from the world's leading financial institutions — now building the platform none of them could build inside a legacy firm.

30+
Professionals
500+
Years Combined Experience
£7bn+
Deployed Across Private Markets

Alumni of

Norges Bank Rothschild & Co Prudential Goldman Sachs DWS Fidelity International Tikehau Capital Investec M&G GIC Octopus Investments Balfour Beatty Norcliffe Capital Antin Infrastructure HSBC Morgan Stanley Aviva Investors RBS RBC Lendlease Bank of America LaSalle Investment Management AustralianSuper UBS LDC Deutsche Bank J.P. Morgan Barclays Commerzbank

Executive Leadership

John Brennan
John Brennan
CEO & Managing Partner
Previously Partner, Goldman Sachs · Global Partner, Rothschild & Co
Sera Sadrettin
Sera Sadrettin
Chief Operating Officer
Previously Head of Alternative Operations, Fidelity · Director, M&G Investments
Michael Koller
Michael Koller
Chief Risk Officer
Previously Group Risk Director, Prudential · Chief Risk Officer, Athora
Matthew Farnum-Schneider
Matthew Farnum-Schneider
Chief Strategy Officer
Previously Chief Executive Officer, Insig AI · Managing Director, Credit Suisse
Fred Rizzo
Fred Rizzo
Head of Growth Equity
Previously Senior Advisor, GIC · Venture Partner, Iron Key Capital
Martin Zdravkov
Martin Zdravkov
Real Estate Partner
Previously Portfolio Director, Octopus Capital · Lead Portfolio Manager, DWS
Irina Stoichkova
Irina Stoichkova
Real Estate Partner
Previously Director, Savills Capital Advisors · Rothschild & Co
David Sismey
David Sismey
Head of Private Credit
Previously Managing Director, Goldman Sachs · Managing Director, HSBC
John Graham Archer
John Graham Archer
Chief People Officer
Previously Leadership roles at Phenom, Aston Carter & SThree
Research

Independent research, allocator-oriented.

Our inaugural research programme publishes through summer 2026 — starting with our flagship UK Private Markets Primer in June. Built for pension and long-term capital allocators evaluating UK private market exposure.

View All Research
UK Private Markets: An Institutional Primer Coming June 2026 UK Economic Position: Macro & Productive Finance Coming July 2026 Research Working Group: Programme Brief Coming August 2026 + 6 sector and thematic deep dives Coming Soon
Point Break Foundation

Profit with purpose — permanently.

The Point Break Foundation receives a permanent allocation from firm profits, deployed into the UK communities our capital serves.

The Foundation focuses on youth opportunity, financial inclusion, cost-of-living resilience and early-stage social enterprise — the places where long-term capital creates the most lasting change.

30%

Charitable Grants

Youth opportunity, financial inclusion, cost-of-living resilience.

50%

Growth Capital

Patient loans and revenue shares for social enterprises.

20%

Seed & Incubation

Recoverable grants and first-loss equity for early-stage impact ventures.

Get in Touch

If you're a pension fund, a co-investor, or a potential partner — let's talk.

We're in active conversation with pension schemes, government bodies and strategic partners. If you want to understand the platform, the model, or the opportunity, we'd welcome the conversation.

All enquiries are handled personally by a member of the leadership team. We do not operate an automated sales process. Materials are shared under NDA where appropriate.