Partners Capital Tech Stack

Global investment office managing $75B+ for endowments, foundations, and families

Financial Services London 201–500 employees Founded 2001 Privately Held

Partners Capital operates as an investment office for institutional and high-net-worth clients, managing over $75B in assets across nine global offices. The hiring velocity is accelerating with 32 active roles, but the tech stack reveals a critical constraint: the firm runs on core Microsoft 365 tools (Excel, PowerPoint, Teams, SharePoint) with no specialized investment tech visible—suggesting operational bottlenecks in portfolio construction, trade execution, and cash reporting are being solved manually or with fragmented tooling. Pain points center on liquidity oversight, execution processes, and scaling team effectiveness, while projects emphasize portfolio improvement and client engagement.

Tech Stack 13 technologies

Core StackAzure AD Excel PowerPoint Word Outlook Microsoft 365 Teams SharePoint OneDrive Windows Azure Virtual Desktop LinkedIn Microsoft Office

What Partners Capital Is Building

◆Challenges

Maintaining strong oversight of liquidity and cash management
Competitive and rapidly changing market environment
Investment program improvement
Improving portfolio construction approach
Enhancing sales effectiveness
Managing liquidity requirements
Improving execution processes
Scaling team effectiveness
Managing complex trade and cash flow activities
Ensuring seamless operational efficiency

▲Active Projects

Pitch deck development
Bespoke fund opportunities
Portfolio construction improvement
Daily trade and cash reporting
Investment execution lifecycle management
Innovation and continuous improvement of investment program
Client outreach campaigns
Client events and roadshows
Strategic distribution initiatives
Strategic workforce planning initiatives

Hiring Activity

Accelerating30 roles · 20 in 30d

Department

Finance

Ops

Sales

Legal

Marketing

Research

Data

Engineering

Seniority

Senior

Mid

Principal

Junior

Manager

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About Partners Capital

Partners Capital is a global investment office founded in 2001, serving endowments, foundations, family offices, and senior investment professionals. The firm constructs customized investment portfolios by leveraging partnerships with asset managers across major asset classes. With over 400 employees across offices in Boston, London, New York, Dallas, Hong Kong, Paris, San Francisco, Singapore, and Dubai, Partners Capital combines investment expertise with a multi-geography operating model. Current work focuses on portfolio construction methodology, investment execution lifecycle, daily trade and cash reporting, and client engagement through events and strategic outreach.

HeadquartersLondon

Company Size201–500 employees

Founded2001

Hiring MarketsUnited States, Singapore, France, United Kingdom

Frequently Asked Questions

What is Partners Capital's tech stack?

Partners Capital uses Microsoft 365 as its core platform: Excel, PowerPoint, Word, Outlook, Teams, SharePoint, OneDrive, plus Azure AD and Azure Virtual Desktop. No specialist investment management or portfolio analytics tools appear in the active stack.

How much AUM does Partners Capital manage?

Partners Capital manages over $75B in assets under management as of December 31, 2025, serving endowments, foundations, family offices, and prominent institutional clients globally.