Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.
To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.
If you’ve built and managed a successful business, you’ll know the importance of planning.
There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.
We can help you ensure your success and wealth will make a difference to those causes you are passionate about.
Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?
Generating a regular and reliable income from your investments.
How many countries do you call home? How many currencies do you regularly spend in?
BUSINESS OWNERS & ENTREPRENEURS
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.
Many of our clients are families. We work flexibly with family members, often across generations, as well their family offices and advisers to manage their investments and more. As well as meeting their financial objectives, many clients look to us for advice on wider goals including purpose-led investment and philanthropy.
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.
We provide a range of services to a UK family office that has appointed us to manage the family’s liquid investments. We provide the family office and its individual family members with customised reporting and administration. Some members of the family live overseas and many are involved with a family charitable trust.
The beneficiaries of a family trust wanted the trust assets to better reflect their commitment to environmental and social causes. We advised the trustees on how they could incorporate impact and sustainability objectives into their investments without sacrificing financial return.
Our client is a UK resident, non-UK domiciled entrepreneur. We worked with him over a number of years to reduce his exposure to a listed company and build a long-term, diversified portfolio. We tailored our strategy to take into account his tax status.