The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
In an environment where short-term thinking often dominates, our long-term perspective to wealth management sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound wealth management advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders at some of the world’s most successful businesses.
In addition to helping entrepreneurs, families and professionals, we also work with many other individuals and groups, including charities. We can support you and your organisation at each stage of your financial journey.
What we do
Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides around managing your wealth.
From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.
The goal of wealth management is to help you meet your financial objectives and achieve financial security. Many families and entrepreneurs aim to preserve and grow their wealth, in order to pass something on to future generations.
A wealth manager – or Client Adviser – is a professional who provides regulated financial advice to help you make informed investment decisions.
Wealth managers charge a fee for their services, and overall charges will take into account the size of the portfolio and the number of transactions carried out.
While there is a cost to paying a wealth manager, their professional advice allows clients to make informed decisions about their wealth and often generates higher returns than going it alone. Our clients often use their Client Advisers as a sounding board for broader financial matters, and provide access to our network of professional advisers and experts.
The minimum amount of money required to use a wealth management company can vary significantly depending on the provider and the level of service offered. Some wealth managers are restricted to only the wealthiest individuals while others have lesser requirements.
The best way to find out if you are eligible to use a wealth manager is to contact the firm with details of your financial situation to see if you fit the criteria. Contact us if you would like more information.
You may need a wealth manager if you have just sold a business, received inheritance or are simply worried about the effect of inflation on your money, wealth management can help you preserve and grow your wealth over the long term.
Choosing a wealth manager is a crucial decision and one you should take time to think over thoroughly. You should seek a wealth manager which has an investment approach that matches your own and a track record of success. You can find out more in this article.
There are multiple factors you should consider when deciding where to invest your wealth. Find an investment style that suits your outlook, considering both ‘top-down’ or ‘bottom-up’ investing strategies, and assess whether you are an active or passive investor. You can find out more in this article.
Quarterly Letter
Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.
Insights
Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.
Insights
We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.
