Managing your wealth is about more than successful investing
When you talk to us about what you want to achieve with your wealth, we’ll build a team around you to help make it happen.
Our wealth planning specialists will look at the wider picture, taking into account your retirement plans or other, future objectives including paying for education or making provision for other significant expenses. They will also advise you about how best to structure your investments from a tax point of view. Your priorities are likely to change over the years, as will other factors – and your planner will be with you to guide, advise and make adjustments where necessary.
Our focus is to protect and grow your wealth, and we aim to do this in a tax and cost-efficient way. We construct portfolios that are diversified across types of asset, geographies and investment styles.
Our approach aims to provide exposure to a broad range of investment opportunities, which we believe delivers superior long-term risk-adjusted returns.
As long-term stewards of your capital, we focus on investments which offer sustainable returns. Our approach includes an assessment of both financial and non-financial risks. Sustainability analysis is embedded into our investment process for all of our clients.
If you want to go further and invest in ways that drive positive social and environmental outcomes, we’re able to help.
Our banking services are available as part of our overall commitment to help you meet your goals.
From mortgages, bridging finance, and lending against investment portfolios, to cash deposits and foreign exchange – these are services available exclusively to our clients.