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

Aligned

Collaborative

Diverse

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 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 Services

More on this service

Advice on how best to structure your family’s financial assets is we believe critical. If it’s going to deliver the best outcomes it’s best done at the outset: so Wealth Planning is where we invariably start.

A comprehensive Family Office framework that gives client's their time back and makes their lives easier, delivered by providing a combination of advice, oversight and reporting.

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

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.

Whatever your needs, we can help facilitate lending for your situation drawing on our expertise in Lombard loans, mortgages, and specialised asset-backed finance.

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.

As part of helping our clients to enjoy their wealth we have developed specialist classic car expertise to support you purchase and maintain your car collection.

Advisory Council and Non-Executive Directors

We’re truly fortunate in the strength of our network, reflected in our Advisory Council and Non-Executive Directors: 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.