Who we help

Your wealth will play a pivotal part in your future. By guiding your investments and helping you plan, we can ensure you and your family achieve your ambitions.

If you are representing clients in need of wealth management services, we can help. We are also highly experienced in helping professional advisers with their own planning and investing.

Two in five of our clients have built their wealth through their business interests. If you are managing, growing or thinking of selling your business, we have the skills and experience to help you.

We are here to help you realise your life’s ambitions, whether that is in sport, media, entertainment, buying property, providing for your family, luxury purchases or supporting charitable causes you care about.

We can partner with you to provide investment management for your clients, leaving you to focus on your clients’ other needs.

As a leading UK charity investment manager, our specialist team provides a range of services to help charities meet their goals and an education programme for trustees.

Many of our clients are large, often multi-generational families. We work flexibly with family offices, advisers and individual family members to manage their investments and help them meet their wider goals including purpose-led investment and philanthropy.

We serve Americans in the US, the UK and around the world, however complex their needs are.