Experienced professionals, accredited by both the CFA Society and Chartered Institute for Securities & Investment, we offer sophisticated and tailored investment advice to families, their trusted advisers and charities.
As independent Investment Consultants our role is to work closely with our clients to thoroughly grasp their individual circumstances and vision, and together with their trusted advisers offer insight and expertise to build a coherent and suitable investment portfolio. Our flexible, pragmatic approach enables us to co-ordinate and structure investment strategies across a broad range of institutions, currency denominations and jurisdictions.
We monitor thousands of private investment portfolios covering hundreds of different Investment Managers across the globe which gives us a unique perspective of the Investment Management industry. This insight, coupled with our rigorous manager selection process, enables us to provide evidence-based advice that consistently identifies the most suitable investment solutions for our clients.