Our Services
Expertise, Integrity, Innovation, Stewardship, Legacy
Asset Management
We offer an extensive Asset Management service, meticulously tailored to the sophisticated requirements of high net worth individuals and family offices. Our approach is centred on crafting diversified investment portfolios with a keen focus on prime real estate and strategic private equity ventures. In the realm of real estate, we concentrate on properties with high potential in both emerging and established markets, including commercial, residential, and mixed-use properties. Our private equity investments are similarly discerning, often involving cutting-edge startups or companies poised for substantial growth or restructuring. Each investment is selected for its ability to contribute to portfolio performance through geographical diversification, thereby balancing risk and optimising growth opportunities globally. This deliberate selection process and diverse asset allocation are pivotal in maximising returns for our clients while effectively managing risk.
Wealth Management
We deliver comprehensive Wealth Management solutions tailored to the unique financial landscapes of our clients. Our offerings span a range of asset classes, each carefully selected based on rigorous best practice standards. Our equity investments are strategically chosen from a blend of blue-chip stocks and emerging market shares, designed to provide both stability and growth. In fixed income, we prioritise bonds with strong ratings to ensure steady returns. Our commodities portfolio is diverse, including precious metals and energy resources, aligning with market trends for optimal performance. Furthermore, we delve into alternative investments like hedge funds and private equity, targeting sectors with high growth potential. Alongside these investments, we provide comprehensive portfolio reporting and succession planning services, ensuring a holistic approach to wealth management that spans generations.
Advisory
Our Advisory services are designed with the discerning needs of high net worth individuals and family offices in mind. We offer bespoke strategic advice that aligns seamlessly with your distinct financial objectives and risk preferences. Our expertise spans across key areas such as investment planning, risk assessment, and strategies for tax efficiency, providing a comprehensive approach to managing your wealth. An essential component of our service is advising on tax domicile options and optimisation, crucial for global financial management. In addition, we offer counsel on legal matters, estate planning, and intergenerational wealth transfer, ensuring that your legacy is managed and transitioned according to your wishes. Our team also assists with philanthropic planning, allowing you to align your wealth with your personal values. This all-encompassing advisory service ensures that every aspect of your financial life is thoughtfully addressed, providing peace of mind and a path to sustained wealth and legacy preservation.