Our Story Our Portfolio Our People Our Mandate Make an Introduction

Private Investment Office · Gibraltar · Est. February 2022

Patient Capital.
Permanent
Horizon.

We are a privately held investment office focused on long-duration, founder-led businesses. We back exceptional operators in regulated financial services, enterprise technology, and professional advisory — and we stay close to what we own.

View Portfolio Make an Introduction
4 Active Holdings
6 Jurisdictions
7 Legal Entities
100% Privately Held
About the Office

A private office built for the
long game.

Westmereglobal is a privately held investment office founded and incorporated in Gibraltar in February 2022. We identify, acquire, and actively support businesses where we can add genuine strategic value.

Our approach is deliberately unhurried. We concentrate on a small number of companies, building relationships over years rather than quarters. We don't manage external capital, we don't answer to a fund cycle, and we don't trade the businesses we own.

Our current portfolio spans four active holdings across regulated financial services, enterprise software, and professional advisory — operating in six jurisdictions across Europe, Asia-Pacific, the Middle East, and the Americas.

"We have no mandate to deploy by a certain date, no redemptions to manage, and no board demanding a near-term exit. That is an extraordinary privilege — and a serious responsibility."

William Hodgson, Managing Director
Feb 2022
Date of Founding
Established as a private office to consolidate and grow strategic holdings across high-quality sectors.
6
Operating Jurisdictions
Gibraltar, United Kingdom, Hong Kong, United Arab Emirates, Canada, and the United States.
100%
Privately Held
No external limited partners. No fund cycle. No quarterly reporting obligations to outside investors.
0 Active Holdings
0 Jurisdictions
0 Exit to Date
0 Portfolio Companies (All-Time)
0 Jurisdictions Operating across Gibraltar, UK, Hong Kong, UAE, Canada, and the United States.
0 Portfolio Companies Four active holdings and one successful divestment.
2023 First Exit Offshore Opulent was divested in July 2023, demonstrating disciplined capital recycling.
100% Privately Held No outside limited partners. Total discretion over capital allocation and time horizon.
Our Portfolio

Concentrated. Considered.
Long-term.

We do not pursue breadth. Each holding represents a deliberate commitment — a business we understand, a team we trust, and a sector we believe in for the decade ahead.

CCYFX Fintech · Regulated Payments
A regulated payments and FX business operating across multiple jurisdictions. CCYFX Pay Inc. is incorporated in British Columbia, Canada; CCYFX Limited is incorporated in Hong Kong. Focused on cross-border payments for businesses and individuals in underserved corridors.
Active ccyfx.com ↗
CSP Software Enterprise Software
A specialist advisory and software group operating as Ravenstone Advisory FZC in Ajman, UAE. CSP Software serves compliance-intensive businesses and professional services firms with enterprise-grade tooling, advisory infrastructure, and B2B software solutions across the UK, UAE, and United States.
Active cspsoftware.com ↗
HPT Group Professional Services
An international offshore advisory and structuring firm operating through three entities: HPT Group Ltd (UK), HPT Group Limited (Hong Kong), and HPT Group LLC (Wyoming). HPT Group designs and implements compliant cross-border structures for entrepreneurs, founders, and fintech businesses — covering offshore formations, trusts, international banking, tax residency planning, fintech licensing, and deal structuring across 65+ jurisdictions.
Active hpt.group ↗
R&D Tax Credit Tax Technology
A Wyoming-based software company providing R&D tax credit calculation, documentation and filing tools to Certified Public Accountants across the United States. Previously part of CSP Software's portfolio, now independently held by Westmereglobal. Acquired March 2026.
Active
Offshore Opulent Offshore Formation · Corporate Services
A former portfolio company in the luxury travel and offshore lifestyle space. Westmereglobal divested this holding in July 2023 as part of a portfolio realignment, concentrating resources on our core pillars of regulated finance and technology.
Divested July 2023
Investment Mandate

Selective by design.
Committed for life.

We do not cast a wide net. Our mandate is deliberately narrow: a small number of exceptional businesses, owned deeply, held indefinitely. We look for companies with durable economics, operators who think like owners, and sectors where expertise compounds over time.

We bring more than capital. Our founders have direct operating experience in regulated financial services, compliance, and technology — and we deploy that knowledge actively within our portfolio companies.

Regulated financial services (payments, FX, lending, custody), enterprise and compliance software, and professional advisory businesses with recurring revenue profiles and defensible client relationships. We avoid consumer businesses, real estate, and extractive industries.
Primarily UK, Gibraltar, Hong Kong, and the wider Commonwealth. We are comfortable with cross-border structures where regulatory arbitrage creates durable advantage. We currently operate or hold licences across six jurisdictions.
We prefer businesses with established revenue and at least one full operating cycle behind them. We are not a seed fund. We look for companies that have found their customers, proven their model, and are now ready to scale with the right partner alongside them.
We commit to founders at the outset: we will not engineer an exit. We will not appoint a board that undermines your culture. We will not sell to a strategic buyer to capture a short-term premium. Our horizon is permanent — and so is our obligation to the businesses we back.
Our History

A short history built on
deliberate steps.

February 2022
The Founding
William Hodgson and Gabriel Pincus establish Westmereglobal as a privately held principal investment office. The mandate is fixed from the outset: to identify, acquire, and permanently steward a small number of exceptional businesses — deploying patient capital where others deploy cycles, and measuring success in decades rather than quarters.
Foundation
July 2023
First Realised Exit — Offshore Opulent
Westmereglobal completes the strategic divestment of Offshore Opulent, a specialist offshore company formation and corporate services consultancy. The exit — the firm's first realised return — validates the origination and value-creation approach, and confirms an operating principle: capital is redeployed when the thesis is complete, not when the market beckons.
Divestment
November 2023
HPT Group: First Institutional Holding
Westmereglobal establishes its position in HPT Group — an international offshore advisory and structuring firm operating through three legal entities across the United Kingdom, Hong Kong, and Wyoming. HPT Group serves entrepreneurs, founders, family offices, and fintech businesses with compliant cross-border structures spanning 65+ jurisdictions. HPT represents the firm's first long-term institutional holding: a business built on intellectual capital, proprietary methodology, and client trust that takes years to build and decades to displace.
Acquisition
November 2025
CCYFX: Regulated Cross-Border Payments
Westmereglobal establishes its position in CCYFX, a licensed cross-border payments and foreign exchange business with regulated operations in Canada and Hong Kong. The investment reflects a long-held conviction: that the most durable businesses in financial services are those which are difficult to build, expensive to replicate, and indispensable to the clients they serve.
Acquisition
January 2026
CSP Software: Advisory & Technology Group
Westmereglobal completes its position in CSP Software, a specialist advisory and software group operating as Ravenstone Advisory FZC in Ajman, UAE. The group serves compliance-intensive businesses and professional services firms across the United Kingdom, United Arab Emirates, and United States with enterprise-grade tooling and advisory infrastructure.
Acquisition
March 2026
R&D Tax Credit: Tax Technology
Westmereglobal acquires R&D Tax Credit as an independent, stand-alone holding. A Wyoming-based software company providing specialist R&D tax credit tools to CPAs and tax professionals across the United States — previously part of CSP Software's portfolio, now separately owned. Four active holdings. A proven exit. The portfolio reflects the high-conviction, permanent-ownership philosophy the firm was built to embody.
Acquisition
Our Philosophy

"Capital without conviction is just money waiting for somewhere to go. We know exactly where we want to be — and we intend to stay there."

— William Hodgson, Managing Director

I
Patient Capital
We have no fund cycle and no redemption pressure. Our capital is permanent, and our planning horizon matches the natural lifecycle of the businesses we invest in.
II
Operator Alignment
We back founders and operators, not financial engineering. We sit alongside management — not above them — and our interests are structurally aligned with theirs over the long run.
III
Selective by Design
We pass on more opportunities than we pursue. Concentration is a feature, not a flaw. We invest deeply in a small number of businesses rather than spreading thinly across many.
IV
Discretion as Default
We do not publicise our holdings or broadcast our activity. Founders and counterparties work with us in confidence, and we honour that in every interaction.
V
Regulatory Fluency
We are comfortable in regulated environments. Our founders' backgrounds in payments licensing, investment advisory, and multi-jurisdictional compliance give us an edge in sectors others find too complex to navigate.
Our People

Two founders.
One long-term view.

WH
William Hodgson
Co-Founder & Managing Director
Will leads strategic direction and capital allocation at Westmereglobal. He founded the office as a vehicle to build long-duration positions in exceptional businesses — and to remain operationally close to each one. His track record spans regulated financial services, enterprise technology, and professional advisory, with portfolio companies operating across six jurisdictions. Based in the Isle of Man, Will oversees all investment decisions and maintains direct relationships with each portfolio management team.
Capital Allocation Regulated Finance Enterprise Tech Isle of Man
GP
Gabriel Pincus
Co-Founder & Managing Director
Gabriel co-founded Westmereglobal in February 2022 and serves as Director, contributing to investment selection, portfolio governance, and strategic relationships. Based in Tennessee, USA, he holds FINRA registration as an investment advisor. He holds an MBA from Vanderbilt University's Owen Graduate School of Management, where he was recognised as an Ingram Scholar. In 2015 he founded GA Pincus Funds, a FINRA-registered investment advisory firm, and contributed Chapter 9 to the Bloomberg Visual Guide to ETFs.
Tennessee, USA FINRA Registered Investment Advisory Vanderbilt MBA
Get in Touch

Start a
conversation.

We do not accept unsolicited investment proposals, but we are always open to introductions — whether from founders who share our values, advisers who know our mandate, or professionals interested in working with us.

✓

Thank you for your message.

We review all enquiries personally and will respond within two to three business days if your enquiry is a good fit.