Wealth Management

Comprehensive tailored wealth advice designed to go the distance.

WEALTH MANAGEMENT

A dynamic, agile and personalised approach.

We partner with clients to design personalised wealth strategies that align with their investment goals, risk appetite, and return objectives. With extensive experience navigating market cycles, our team protects clients' assets while capitalising on growth opportunities during volatility. We offer a diverse range of top-performing investments, combining traditional and private market assets to provide access to high-quality, vetted opportunities not widely available.

About Us
View Our Team
wealth management office
SERVICES

Securing your
financial future

As an independent and boutique operation, we are not bound by centralised “buy lists”. Our wealth managers are empowered to seek out opportunities that are specifically tailored to each clients needs.

  • Tax-efficient investment solutions
  • Special situations service
  • IPO’s and fundraising opportunities
  • Invitation only global alternative and non-alternative fund managers
  • Portfolio management using tactical asset allocation strategies
  • Discretionary fund management
  • Managed portfolio service (“MPS”)
  • Execution-only services
  • Risk management
  • Exchange traded options
  • Access to direct private real estate

Features

01. Personalised Service
In a world where individual investment manager discretion is being increasingly replaced by automated processes and responses, we empower our investment managers to deliver what clients seek.
02. Innovation
Our investment team has been chosen for their entrepreneurial spirit. They respect the principles of traditional investment management as well as to continually explore and examine interesting investment opportunities. Our team embraces new technologies to provide broad access to deal flow.
03. Performance

Our wealth managers have a strong track record in achieving robust medium-to-longer-term returns for clients. 2022 has been particularly good for preserving our clients’ wealth and outperforming the stock market thanks to astute tactical asset allocation and risk management.

04. Experience and Research
Our Wealth Managers combine decades of experience with extensive research from brokerage houses, as well as conducting hundreds of meetings annually with management teams of the companies, real estate and funds in which we invest.
05. Quality Execution
Our highly experienced traders use a combination of technology and personal contact to achieve the most favourable prices for clients, which are often not the ones advertised on screen. Best execution is at the heart of what we achieve for clients.
06. Endowment Approach

As a firm, we focus on compounding capital over the longer term by adopting institutional best practices based on world leading US and European endowments and foundations.