Fortrada Investment Partners is an upstart investment bank spanning London and New York.

Our Core Values

  • We prioritize our clients above all else, understanding that their success is our success. Every decision we make is guided by the commitment to providing the highest quality service and achieving exceptional outcomes for those who trust us with their investments. We foster long-term partnerships built on responsiveness, support, and results-driven solutions.

  • We uphold the highest standards of honesty and ethical conduct in all aspects of our business. Our clients can trust us to act with complete transparency and accountability, ensuring that their interests are always at the forefront of our actions. Integrity is the foundation of every relationship we build and every decision we make.

  • We are committed to delivering exceptional service, insights, and results in everything we do. Our team continually strives for improvement, innovation, and mastery in our field. Excellence is not just an aspiration but a standard that we uphold daily through rigorous analysis, thorough planning, and effective execution.

  • We believe in treating all individuals with dignity and respect. We cultivate an environment that encourages open dialogue, diverse perspectives, and collaborative problem-solving. Our respectful partnerships extend beyond transactions; we build relationships grounded in mutual respect and shared objectives. We believe that the best outcomes arise from fostering strong, supportive partnerships that value every participant's input.

Our Clients

  • We provide tailored financial advisory services to small and medium-sized businesses, helping them unlock growth opportunities and overcome challenges. Whether it's raising capital, managing debt, or expanding operations, we bring sophisticated expertise typically reserved for larger enterprises, enabling SMEs to thrive in competitive markets.

  • We understand the unique needs of startups and early-stage ventures. From initial funding to scaling operations, we offer strategic guidance and support to help new businesses navigate the complex world of finance. Our goal is to help founders build sustainable, scalable businesses while ensuring they have access to the right capital and advisory solutions at every stage of their journey.

  • For affluent individuals and families, we offer bespoke investment solutions designed to preserve and grow wealth. We understand the complexities of managing substantial assets and provide strategic advice on portfolio diversification, alternative investments, and legacy planning. Our services are tailored to align with our clients’ long-term financial goals, ensuring they achieve peace of mind while maximizing their returns.

Our Team

  • Founding Partner & Chief Investment Officer

    Person who takes care of all financial and investment matters

  • Founding Partner & Chief Legal Officer

    Person taking care of all legal matters

  • Alfonso Ricciardelli

    Managing Partner & Head of Investor Relations

    Person taking care of business development and IR.

Our Advisory Board

  • Jonathan Lewis

    Investment Banking and Fund Strategies

  • Founding Partner & Chief Legal Officer

    Person taking care of all legal matters

  • Managing Partner & Head of Investor Relations

    Person taking care of business development and IR.