No Monkey Business

Some Options

The language of money: using six 'distinctions' to get your investment thinking into shape read more
'Alternative investments': no nonsense scrutiny of private equity, hedge funds, commodities read more
Living off capital: modern technical solutions for 'drawdown'
Discovering your attitude to risk: a relevant and engaging alternative to box-ticking
Managing endowments and family trusts: how trustees can plan to meet the needs of each generation accurately and fairly
Introduction to personal finance: how much you can do with what little you need to know

Workshops

We run personal wealth seminars, workshops and small roundtable lunches or dinners, tailored to the needs of individuals or employees/partners of professional firms

This is an excellent way to collaborate with experts in a spirit of enquiry, free of agenda conflicts and in a discreet environment.

Knowing how many of these invitations you see and how awful these sessions can be, we are guided by three promises:

It will be educational and stimulating
It will be interactive and inclusive
It will be run to a tight timetable

We do not run open events but we may accept attendees if they fit our client profile. At our lowest level of flat fee, this is likely to imply financial assets in excess of £1m.

For more information or to discuss a proposal, call Joseph Clark on 020 7736 2434 or email him.