Advice you can trust
As a family-managed business in its 7th generation, we intimately know the challenges of preserving wealth across generations.
Families
We help successful families preserve their wealth across generations.
Our solutions
Family wealth is built over time and protected through careful planning. Our range of investment services and wealth planning expertise help you make confident long-term choices across generations.
Family governance and managing risk
For families with shared assets, deciding how to move forward matters just as much as deciding what to do. Clear governance helps families share information, set expectations and define decision‑making roles as complexity grows across generations.
We help families identify key risks and put practical governance frameworks in place. These frameworks support constructive dialogue, clarify responsibilities, and create a solid foundation for succession planning. They also help prepare for the gradual transfer of ownership and decision‑making over time. When needed, we work closely with external experts to ensure that arrangements remain clear and aligned with the family’s long‑term intentions.
Structuring
Structuring ensures that your investments serve a clear purpose over time. We help you invest in the right assets by defining a disciplined strategic asset allocation that reflects your family’s objectives, time horizon and risk preferences.
Families today often face increasingly complex internationl wealth situations, requiring careful coordination across jurisdictions. We take a holistic view when organising investments across public and private markets, ensuring that portfolios, vehicles and ownership arrangements work together coherently and remain aligned with governance and long‑term planning decisions.
Banking and financing
Families need banking that supports everyday management while remaining aligned with their broader wealth structure. We put in place appropriate account arrangements, access rights and digital tools to ensure your banking remains clear, secure and easy to manage over time.
We also provide financing solutions tailored including mortgages and Lombard loans secured against investment portfolios. These solutions are structured to support investment or real‑estate decisions while remaining consistent with your long‑term wealth strategy.
Latest insights
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Investment backdrop July 2026
Monthly Market Summary
Recent geopolitical tensions have had less impact on markets than many had feared. Lower energy prices have helped ease inflation concerns, while continued investment in artificial intelligence is supporting economic growth and corporate earnings.
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Monetary policy - behind the curtain
Strategy Blog
Interest rates in 2026 are heading in the opposite direction to what money markets thought. Rates are projected to rise in the US and UK, and have already risen at the ECB. At the start of the year, US and UK rates were seen falling and ECB rates staying put.
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Five stock market talking points in 2026
Strategy Blog
It has been another eventful – and at times grim – year, but global equities have continued to climb the ‘wall of worry’, up by more than a tenth in dollar terms. Given we are approaching the 2026 halfway mark, we highlight five interesting stock market observations below.