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.
Driving a nature-positive future with Kew Gardens
From 3 February 2024, the annual orchid festival at Kew Gardens is returning to the Princess of Wales Conservatory.
To discuss your wealth management requirements, or to find out more about our services, please contact us below.