Our Portfolio

Our/Clients.

Four active holdings and one successful exit, spanning regulated payments, enterprise software and professional services.

3
Active Holdings
6
Jurisdictions
1
Successful Exit
100%
Privately Held
Active Holdings

Three businesses.
One standard.

We take concentrated positions in businesses we understand deeply. Each holding benefits from the same rigorous operational discipline, long-term capital commitment, and direct principal engagement that has defined Westmereglobal since its founding in February 2022.

Fintech · Regulated Payments

CCYFX

ccyfx.com
🇨🇦 BC Canada 🇭🇰 Hong Kong SAR 🇺🇸 Wyoming USA
Active

A regulated cross-border payments and FX platform. Operating from British Columbia and Hong Kong SAR, delivering institutional-grade execution with a boutique service model. Licensed as an MSO in Hong Kong and an MSB in British Columbia and Wyoming.

Key Attributes
Licensed in 3 jurisdictions
Cross-border FX & payments
Institutional-grade compliance
Visit CCYFX
Advisory & Technology

CSP Software

Ravenstone Advisory FZC · Ajman, UAE
cspsoftware.com
🇬🇧 United Kingdom 🇦🇪 UAE (Ajman) 🇺🇸 United States
Active

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 and advisory infrastructure across the United Kingdom, UAE, and United States. One legal entity.

Key Attributes
Enterprise advisory tools
UAE Free Zone incorporated
Multi-jurisdiction presence
Visit CSP Software
Offshore Advisory & Structuring

HPT Group

HPT Group Ltd · HPT Group Limited · HPT Group LLC
hpt.group
🇬🇧 UK (HPT Group Ltd) 🇭🇰 Hong Kong (HPT Group Limited) 🇺🇸 Wyoming (HPT Group LLC)
Active · 3 entities

An international offshore advisory and structuring firm serving entrepreneurs, founders, family offices and fintech businesses across 65+ jurisdictions. HPT Group designs and implements compliant cross-border structures covering offshore company formations, trusts and asset protection, international banking, citizenship by investment, tax residency planning, fintech licensing, and deal structuring.

Key Attributes
65+ jurisdiction coverage
Compliance-first structuring
Senior-led engagements
Visit HPT Group
Tax Technology

R&D Tax Credit

taxcredit4u.com
🇺🇸 Wyoming, USA 🇺🇸 United States
Active

A Wyoming-based software company providing specialist R&D tax credit calculation, documentation and filing tools to Certified Public Accountants and tax professionals across the United States. The platform transforms one of the most technically demanding areas of US tax law into a systematic, software-led workflow — enabling CPA firms to offer R&D tax credit services at scale.

Key Attributes
CPA-focused platform
Section 41 R&D credits
Nationwide US client base
Visit taxcredit4u.com
Past Investments

A track record of
realised value.

Our first fully realised exit demonstrated that disciplined stewardship can generate meaningful returns while leaving a business stronger than it was found. Capital returned, lessons retained.

Divested · July 2023

Offshore Opulent

Offshore Company Formation & Corporate Services

A specialist offshore company formation and corporate services consultancy serving entrepreneurs and internationally mobile business owners seeking structured corporate arrangements across multiple jurisdictions. Successfully divested in July 2023 — Westmereglobal's first fully realised exit.

Proceeds recycled into core portfolio.

Our Approach

How we choose
our holdings.

We do not operate a broad diversified strategy. Every position in the Westmereglobal portfolio is the result of a deliberate, often extended period of assessment — of the business, the market, and above all, the people running it. We back businesses we would be comfortable holding indefinitely, which means the bar for entry is correspondingly high.

Our selection process is principally conviction-led. We are not looking for businesses that fit a template; we are looking for businesses where our involvement — capital, judgment, relationships, and accountability — creates a meaningfully better outcome than the absence of it. We are not passive investors, and we do not take passive positions.

"We measure our selection discipline not by what we own, but by what we have chosen not to pursue."

— Westmereglobal, investment framework

Geography and regulatory complexity are not deterrents — they are sources of defensible moat. Our portfolio spans six jurisdictions precisely because we have built the operational and legal infrastructure to operate effectively in each of them. Where others see friction, we see a filter.

We focus on regulated financial services, enterprise software, and professional advisory businesses. These are sectors we understand from first-hand operational experience, where compliance creates sustainable competitive differentiation and where client relationships tend to be sticky by nature.
A mediocre business with an exceptional operator will outperform an exceptional business with a mediocre one every time. We look for founders and management teams who demonstrate domain expertise, clear personal accountability, and the commercial honesty to acknowledge — and act on — where their business is weak.
We prioritise businesses that are structurally difficult to replicate — through licensing requirements, deep customer integration, proprietary process, or relationship capital that takes years to develop. We have no interest in businesses that can be undercut by a well-funded competitor in twelve months.
We engage primarily at the growth stage — where a business has proven its core model but requires capital, structure, and operational support to scale responsibly. We avoid early-stage venture risk and late-stage buyout premiums. Our ideal entry point is where our non-financial contributions are highest.
Each holding must have a credible international dimension — whether through existing multi-jurisdiction operations or a clear strategic pathway to cross-border expansion. Our network spans Gibraltar, the UK, Hong Kong, Canada, the UAE and the United States, and we prioritise opportunities where that footprint creates tangible leverage.