Emma Paterson in

Emma Paterson

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Investment Principal/Strategy Lead at Confidential Private Family Office
📍 London, England, United Kingdom

Emma Paterson is a senior investment principal with over 15 years of experience advising family offices and UHNW principals. An Oxford Executive MBA graduate, she specializes in leading direct deals, fund allocations, and portfolio strategy. She has a proven institutional track record as a top performer at a global investment manager.

Outside of her professional work, Emma is an engaged member of the University of Oxfords Saïd Business School community. She actively supports the ventures of her EMBA classmates, showing a particular interest in areas like womens health and employee wellbeing. Her MBA journey included international trips to Palo Alto and Ho Chi Minh City.

Unique fact: While at Schroders, a fund blog she was involved with, the Schroders Global Cities Real Estate Fund blog, won an award for "Best investment blog".

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Experience
15 Years
Current Role
Investment Principal/Strategy Lead
Job Level
Mid-senior
Location
London, England, United Kingdom
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Emma cares about

Family Office Strategy
Advises family offices on investment evaluation, strategy, and building out platforms for the next generation. Recently contributed to a piece on the modern family office.
VC & Startup Investing
Has recently presented on the family office perspective on venture capital and startup investing, indicating an active interest in the early-stage ecosystem.
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Career

Work history

12-2025
Investment Principal/Strategy Lead
Confidential Private Family Office
11-2022 - 12-2025
Managing Director
Floreat Group
8-2017 - 11-2022
Director
Floreat Group
8-2010 - 8-2017
UK Advisory, Financial Institutions & Strategic Accounts
Schroders
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2022 - 9-2024
Executive MBA
Saïd Business School, University of Oxford
2002 - 2006
Bachelor's Degree
University of Canterbury
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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