Independent investment management · Since 2009
$4.2B
Assets under management, 30 June 2026
We manage capital for families, founders and institutions.
01 / The Ledger
Seventeen years, read by the numbers.
years managing family capital
Founded 2009 by Helena Voss after twelve years in equity research.
holdings, never more than 40
Concentrated: our ten largest positions are 61% of the portfolio.
annualised return, ten years to June 2026
Net of fees, flagship balanced mandate. Past performance is not a guide to future returns.
of clients stay beyond five years
Measured across every mandate since 2014.
02 / Approach
Three rules we have not broken since 2009.
01
Patient
We hold for years, not quarters. Turnover runs under 15% a year.
02
Concentrated
Thirty to forty companies we know well, not a hundred we track.
03
Aligned
The partners invest alongside every client, in the same funds.
Read our approach
→
03 / Mandates
Who we manage money for.
Families
From $5M
Generational, reported quarterly
Founders
From $10M
After a liquidity event, tax-aware
Institutions
From $50M
Endowments and foundations, bespoke
04 / Team
Twelve people. Three partners.
Helena Voss
Founding partner
Marcus Lee
Partner, research
Anika Rao
Partner, clients
Tom Hale
Head of reporting
Meet the team
→
$5M
Minimum mandate. Request a first meeting.
Families from $5M, founders from $10M, institutions from $50M. A partner replies within two working days.
14 Hanover Square, London W1S 1HP
Authorised and regulated. Capital at risk. Past performance is not a guide to future returns.
© 2026 Ledger & Co.