Partner With Us (Introducers & Professionals)
BThree values partnerships with accountants, lawyers, wealth managers, and other professional advisers. We recognise that you, as a trusted adviser, often have clients who could benefit from bespoke private capital solutions – whether it’s a corporate client with surplus cash or a high-net-worth individual seeking unique investments. By partnering with BThree, you can enhance your service offering and help your clients achieve more, all while maintaining your important relationship with them.
Why Partner with BThree:
Extend Your Expertise
As an accountant or financial consultant, you might sometimes encounter client needs that fall outside your in-house expertise – for example, a client asking about private investment opportunities or complex financing solutions. By collaborating with BThree, you gain a partner who specializes in these areas. We can act as an extension of your team, providing the niche knowledge and solutions your client requires. This allows you to say “yes” to client inquiries that you might otherwise have to turn away, strengthening your position as a comprehensive adviser.
Client-First, Always
We approach partnerships with a “client-first” philosophy. If you introduce a client to us, we handle them with the utmost care, professionalism, and discretion – reflecting well on you and your firm. Our team will keep you as involved as you wish to be; some introducers prefer to remain in the loop on all discussions, while others are happy for us to take the lead. Either way, we ensure that your client’s best interests remain central. There is never any hard sell or unwanted approach – we engage only with your client’s consent and tailor our recommendations carefully. Our success stories with partners often involve enhancing the client’s outcomes while you retain your role as their primary trusted adviser.
Discreet and Compliant Process
We know that when you refer a client, your reputation is on the line. Rest assured, BThree adheres to the highest standards of compliance and ethics. Any solutions we propose will be fully within regulatory boundaries (we avoid any aggressive schemes or dubious investments). We are also happy to work under NDAs or confidentiality agreements if required. In short, we act with discretion and professionalism at every step, so you can feel confident referring clients to us.
Mutual Success & Recognition
We believe in win-win partnerships. When you introduce clients to BThree, not only do you add value to your client relationships, but you can also benefit from our referral arrangements. We offer fair and transparent introducer terms to acknowledge the role you play in our growth. While specifics can be discussed one-on-one, our philosophy is to share success – when a referred client engages in a successful strategy with us, we make sure our introducers share in the positive outcome. This might take the form of referral fees or reciprocal referrals where appropriate (always structured in line with relevant regulations). Our goal is to build long-term alliances that are profitable and rewarding for all parties involved.
Collaborative Networking
Beyond individual referrals, partnering with BThree plugs you into an exclusive network of professionals across the UK, Middle East, and Asia. We regularly engage with our introducers through informal knowledge-sharing sessions, joint events, and updates on market trends in the private capital space. As our partner, you’ll be kept abreast of new services or opportunities that could benefit your clientele. We find that this kind of collaboration often leads to new ideas and opportunities for everyone – for instance, co-hosting a seminar on private wealth strategies, or jointly serving a family office client in complementary ways.
Who Can Become a Partner: We welcome interest from accountancy firms, financial advisers, boutique consultancies, legal practices, and even private banks or multi-family offices. Essentially, any organisation or individual adviser who has relationships with high-earning professionals, business owners, or companies and wants to offer them additional value could be a good fit. If you’re unsure, we encourage you to reach out and start a conversation.
Getting Started: Partnering with BThree typically begins with a meeting or call where we learn about your practice and client base, and you learn about our services in depth. If there’s a fit, we can establish a simple introducer agreement outlining how referrals and communications will work. From there, it’s about identifying clients who meet our qualifying criteria and would appreciate what BThree has to offer. Even if you have just one client in mind right now, feel free to enquire for more details. We are open to one-off introductions as well as ongoing strategic alliances.
Together, we can deliver exceptional outcomes for those clients who expect and deserve the very best in private capital strategy. BThree is committed to making you look good by making your clients happy. Let’s partner to elevate the level of service and solutions you provide – all in a spirit of trust, collaboration, and shared success.