Client background & objectives
Our client, a Jersey-based hedge fund manager, was referred to us by a trusted professional introducer with whom we have a long-standing relationship. The client sought to refinance three Tuscan properties valued at €21M to support investment growth after a previous lending advisory firm was unable to assist.
Tailored lending strategy & execution
Led by Geoff Garrett, our team conducted an in-depth analysis of the client’s financial position and property portfolio. Leveraging our extensive lender network and expertise in cross-border transactions, we structured a solution that addressed the unique complexities of the deal.
Outcome & impact
Despite the challenges of international property finance, we successfully secured a €12.6M mortgage, significantly reducing costs over the loan term while achieving the client’s objective of securing additional investment funds at a competitive rate.
Geoff Garrett, Henry Dannell Co-Founder and Specialist Debt Adviser, commented:
“We’re delighted to have delivered the client’s desired funding while securing a competitive interest rate. This case demonstrates our ability to structure favourable financing for complex international property transactions.
This case exemplifies our ability to navigate specialist lending requirements across jurisdictions, ensuring tailored solutions for individuals with diverse property portfolios.
Please note: This is a case study and not indicative of typical results. Past performance is not necessarily representative of future results. This information is for general purposes only and does not constitute financial advice. Please seek professional advice before making any financial decisions.
