We are experts in the field of long-term investment and can draw on the resources of a global asset manager. We couple this with wealth planning and banking services with the flexibility to match your distinct circumstances – however complex.
Large families and their family offices, business owners, private individuals, trusts, charities and pension trustees all rely on us to provide them with a full range of services.
When you work with us, you benefit from this rich experience. But we understand that what you want to achieve will be unique. That is why we take the time to develop an understanding of your circumstances, ambitions and values that you want to see upheld in our investments.
The majority of our clients, like many of our colleagues, work with us for years, decades and even generations. This creates relationships of unusual depth and trust.
“The continuity that you have provided to the family is extraordinary and sets you apart. It makes a huge difference that you know the family so well and understand their objectives.”
Adviser to one of our client families