What We Do
We are an independent wealth consultancy that provides:
We work for wealthy individuals, families and trustees – both directly and in partnership with their existing professional advisers and experts.
Clients use us for one-off consulting projects or retain us for continuous investment services.
We operate a professional business model: we charge fees and we always act as the client’s agent. We are typically the only adviser co-ordinating all aspects of a family’s finances and managing multiple relationships with service firms. When retained as investment manager we can work on an advisory or discretionary basis, depending on the type of portfolio and underlying investments.
All our services draw on our extensive investment expertise and use our own financial modelling and risk management techniques. We apply our technical knowledge of pensions, tax, trusts and insurance. Where necessary, we supplement these skills by working with third-party experts.
