We want to help

We are an independently owned wealth manager that provides bespoke solutions based on what’s important to you and your family.

We fight for our clients because it is an honour to advise on their wealth.

Thinking Smarter

Better answers begin with better questions: what’s important to you and your family, today, tomorrow and further down the track? And what do you have to do to make these important things doable?

It’s this approach that has shaped us as a business: we dig deeper, think smarter to provide highly personalised solutions that enrich our clients’ lives. What matters to you matters to us.

Our Approach







We have no products for sale and we are owned by employees, clients and independent shareholders

We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term. We provide family governance, consolidated reporting and financial solutions from best in class third parties in addition to our leading discretionary investment services.

We partner with banks, accountants and trustees.

As well as lawyers and other trusted family advisors. Most of all, we work alongside our clients to deliver what’s best for them, not what’s most convenient for us.

We embrace complexity and diversity.

As well as, multi-generational, multi-jurisdictional, multi-disciplinary areas. No easy answers – we strive to ask better questions in the quest for robust solutions to meet our clients’ needs.

Our Specialisms

We take the time to learn about your specific circumstances so we can then put together a complete financial plan for your fresh start.

Bespoke wealth management service designed for private equity professionals, so you can think of us as your own family office.

Expert advice that understands where you’ve come from and where you and your family are going, to leverage as much life from your wealth as possible.

Our experienced team understand the challenges professionals face, so we learn about your circumstances, listen to your fears and ultimately enable you to delegate to us the management of your wealth.

Working around your hectic schedule, we can become the trusted adviser you need to leverage as much life as possible from your wealth.

Whatever the circumstances of inheriting wealth, our expertise and experience mean we can support you throughout this entire process.

More on this specialism More on this specialism More on this specialism More on this specialism More on this specialism More on this specialism

Our Services

More on this service More on this service More on this service More on this service More on this service More on this service

We provide wealth advice, family governance and consolidated reporting. We work with third parties to deliver best in class financial solutions in addition to leading discretionary investment services.

A range of solutions for clients to choose from tailored to your needs, objectives and the approach to portfolio management you want to take.

A comprehensive Family Office framework that gives clients their time back and makes their lives easier, delivered through a combination of advice, oversight and reporting.

Our process and solution for clients who request professional treatment and wish to enjoy the flexibility to access professional investment solutions.

Solutions for supporting clients in complex situations where they have to comply with more than one fiscal jurisdiction.

Who advises the buyers in property transactions? We do, and we only ever act for buyers. Unlike estate agencies - who are paid by sellers - we have no obligation to anyone but you.

Advisory Council and Non-Executive Directors

We’re truly fortunate in the strength of our network, reflected in our Advisory Council: they represent a rich resource of intelligence and experience, which we’re not shy to tap. We’re proud to be associated with – and supported by – people of this calibre.

Meet the team
Understanding Clients’ Needs and Priorities

Understanding Clients’ Needs and Priorities

The clients, Mr and Mrs, have received £12m from a family private equity investment. These funds were paid in the 2017/18 tax year. It is...

Read more

To request a call back please fill out the form below

Thank You
Your request has been sent.


Team member