An annual LP retreat for 40 LPs and portfolio CEOs. The French Riviera, 5 yachts, a dual-track regatta plus an informal LP update under NDA.
100% re-booked for the next year with no procurement loop.
Finance
Corporate yachting for the financial sector
Investment banks, private equity and family offices choose a regatta as a format that reads the same to partners in London, Zurich and Dubai. The discretion of a private club, confidential logistics under NDA, and a tone agreed with your compliance team.
- €120M+· AUM managed by participants in our regattas
- 15· regattas for investment teams delivered
- 100%· of projects run under NDA
- +28· average NPS lift in the financial sector
Pains and objectives
Why this industry chooses corporate sailing
- 01
Regulatory perception
MiFID II and the FCA don't ban offsites, but they do require the purpose to be documented. We provide a programme that meets compliance requirements and an invoice with a clear line-item breakdown.
- 02
Managing client relationships
Senior bankers serve 6-8 key clients and need to move the relationship to the next level. A regatta creates the occasion without the pressure of a meeting.
- 03
Partner recognition
Promotion to MD or partner is the event of the year. A regatta under the firm's flag stays in memory better than any premium trip to Dubai.
- 04
Year-end retention
Bonus season is a battle to keep your top quartile. A Q1 offsite cements the sense of being singled out better than a performance bonus on its own.
- 05
Route confidentiality
A public LinkedIn trail of attendees is a firm no. We don't publish client names, the crew signs an NDA, and the route never appears on our social channels.
What we do
An industry-specific programme · Finance
The financial sector works with us not for the 'wow effect' but for predictability. Every element of the project is documented: the meeting agenda, dietary needs, dress code (including a sailing blazer code), the risk assessment, a capacity escape plan in case of a storm. Your bank's compliance officer receives the pack for review in the first week of the project.
The standard format is a capital-markets regatta of 3-4 days for 60-120 senior bankers and client guests. Teams are formed on a client-banker-prospect principle so the partner layer gets warm hours without the script of a dinner in Cannes. The managing partner gets a one-page brief the day before and a one-page debrief a week later — no padding.
For PE and hedge funds we run closed formats: 4-5 yachts, 25-40 LPs and portfolio CEOs, with a focus on dual-track strategy and an informal LP update. No microphone time, no PowerPoint — this is a relationship tool, not a marketing event.
The financial sector needs three things at once: premium quality without posturing, flawless logistics with no rough edges, and a single point of contact who speaks the language of the procurement department. We can do that — we have run 15 regattas for investment teams and work under NDA with every client. References are available in person after qualification.
Metrics
Industry-specific numbers
- AUM managed by participants in our regattas
- €120M+
- regattas for investment teams delivered
- 15
- of projects run under NDA
- 100%
- average NPS lift in the financial sector
- +28
Case studies
Two anonymised projects · Finance
A client-cultivation regatta for 28 senior bankers and 30 key clients. Sardinia, 3 yachts, 4 days, full compliance documentation.
12 new mandates closed in the following 6 months.
Formats for this industry
Key corporate-yachting formats for Finance. Each one is detailed against the client brief.
Corporate offsite for a bank or investment bank
The discretion of a private club, documentation aligned with MiFID II and the FCA. €120M+ AUM represented across our regattas, 100% under NDA.
Regatta for investment teams
A capital-markets regatta of 3-4 days for 60-120 senior bankers and client guests. A one-page brief the day before and a one-page debrief a week later.
Strategy session for a capital-markets team
A closed format for 25-40 LPs and portfolio CEOs, focused on dual-track strategy and an informal LP update. 4-5 yachts.
Regatta for senior leaders in the financial sector
Promotion to MD or partner is the event of the year. A regatta under the firm's flag as partnership recognition.
VIP event on a yacht: PE and family office
A closed retreat for LPs. A screened route with no public transfers, a crew under NDA.
FAQ
Frequently asked questions
Is this compatible with MiFID II and FCA inducement rules?
Yes. We provide a compliance-friendly programme with a clear business purpose, document every participating party, and break the invoice down by line item. Your compliance officer receives the pack before the contract is signed.
Does the format suit a closed-door LP retreat?
Yes — it's one of our core use cases. We run a screened route with no public transfers, private dinners at country estates instead of restaurants, and a crew under NDA. Ideal for 20-40 LPs or portfolio CEOs.
Can clients be invited without breaching inducement rules?
It depends on the jurisdiction — we don't give legal advice, but we do provide the documentation (business purpose, agenda, attendee list, invoice breakdown) that your compliance officer uses as evidence of reasonableness.
What if regulated individuals from different countries attend?
Standard practice — we request a jurisdiction list before signing, check visa requirements and dietary restrictions, and provide a medical kit and an emergency evacuation plan for every base country.
How much does a regatta for 80 bankers cost?
From €3,200 per person for 4 days of a tier-1 regatta (fast yachts, a racing coach, scoring, marina mooring fees, full board, a closing dinner). An exact quote follows a discovery call.
Plan your offsite
Brief us today, sail next quarter.
A tailored brief in your language, hand-built by our European charter team. No automated quotes, no off-the-shelf packages — one human on the line within a day.
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