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?
CASE STUDY
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.
CASE STUDY
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.
CASE STUDY
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.
Our first investment is in understanding your objectives. We take the time to get to know your personal circumstances, priorities and ambitions.
Our wealth planning specialists are at the core of the expert team we assemble around each of our clients. They are entirely focused on helping you meet your goals and achieve your ambitions.
We provide a range of services including cash deposit accounts and lending facilities, all focused on helping meet your long-term needs.
CHARITIES
Long-term strategies to meet the unique needs of charities.
FINANCIAL ADVISERS
Outsourced sustainable investment management.
US CITIZENS
Specialist services for clients with US tax reporting obligations.
To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.
