Your wealth. Your way.

We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want. We listen to you and build our service around your vision.

Still largely owned by our founding family, our independence and expertise has, for more than 200 years, looked after the interests of entrepreneurs, professionals, families and charities from across the globe.

Who we help

We help our clients - including families, entrepreneurs and charities - plan for a successful financial future. What you want your investments to achieve will be unique. It may involve your family, your business or other interests - as well as the social or environmental causes you are passionate about.

What we offer

Managing your wealth is about more than successful investing. Each person’s requirements are different and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their wider goals.

Our Climate Transition Action Plan

We believe that strong financial returns and meeting climate commitments go hand-in-hand. Our Climate Transition Action Plan outlines how we intend to transition to net zero by 2050 or sooner, integrating climate considerations into all that we do.

Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us below.

Our latest insights

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.