The Legacy Portfolio Timeline
Legacy portfolio has worked on a huge variety of portfolios since it began in 1993. If you require more detail about any of the projects, please contact us.
Sort by: date descending
| Year | Description |
|---|---|
| 1993 |
‘First transaction to involve partial risk transfer’Fraser Trust formed to manage an outsourced portfolio of 110 leases on behalf of HMS Personal Services, a BET plc subsidiary |
| 1995 |
‘First portfolio sale contemplated’Fraser Trust combined with BET to structure the partial risk transfer of 259 surplus leases |
| 1997 |
‘Fedex Sale’Under-bidder in sale of Fedex portfolio of underleases |
| 1999 |
‘Cookson Lease Sale’Facilitated sale of Cookson company comprising surplus lease portfolio |
| 2000 - 03 |
‘Total Outsource Portfolio Sales‘Involved in a number of consortium bids for ICL, LloydsTSB, HM Government |
| 2004 - 05 |
‘Asset & Leasehold Sales’Bid for Project Liberty with Orion Properties, supported by RBS |
| 2006 - 07 |
‘Current Liability Sales in the Market’Project Ingrid - preferred bidder |
| 2008 |
‘Project Ingrid - Acquired portfolio from EMAP PLC in May 2008’ |
| 2009 |
‘Credit Crunch causes disruption’Project Stuart - Wolseley's surplus lease portfolio |
| 2010 |
‘First major outsource of a pure lease liability portfolio in the UK’Acquired portfolio from Wolseley Plc in June 2010 |
| 2011 |
‘Launch of Legacy Portfolio USA’Successful launch of US business based in New York, replicating the UK |