Emma Paterson

Questioner
DISC Type : c

Investment Principal/Strategy Lead at Confidential Private Family Office

London, England, United Kingdom

Overview

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".

Personality Overview

Price-Sensitive

Not Easily Convinced

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care 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.
Direct Deal Execution
Her core expertise includes leading due diligence and execution for direct deals, co-investments, and private funds for family office allocations.

Media Appearances

Emma has no verified media appearances

Work History

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

Education

8-2022 - 9-2024
Executive MBA from Saïd Business School, University of Oxford
2002 - 2006
Bachelor's Degree from University of Canterbury

More Information

Social Presence :

Prographics :

Exp : 15 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Investment Principal/Strategy Lead at Confidential Private Family Office
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Insights For Selling To Emma

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emma is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Emma

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Emma move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Emma take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Emma

Personality Compatibility


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