Family Office approach
Offering advice to families and individual family members.
Providing holistic international advice to all parts of a family’s wealth including real estate, family-owned companies and foundations.
Fully independent, whole of market advice
We are not tied to any products or providers, ensuring our service is always tailored to specific client circumstances.
Highly experienced investment committee
We continually review client asset allocations and run in house Equity and Fixed income portfolios. The Committee members have all worked at top tier investment houses for decades.
Holistic global client reporting
We continuously monitor all client assets, to ensure alignment with objectives and risk profile. Performance and costs are reviewed as part of this process.