We have a strong belief in building long-term relationships. Innovative and forward-thinking, it is our goal to look at the whole spectrum of your interests - both personal and corporate - to create, conserve and enhance your wealth.
In addition to our core wealth management services, our Private Investment Office provides family groups with the expertise, services and infrastructure of a market-leading single family office, without the associated costs. Furthermore, our Principal Investments and Advisory team provides business owners with strategic advice and access to the institutional and family office investment community. We also work with fund managers to provide a comprehensive set of fund administration and custodian trustee services.
As an independently-owned company, we have no ties to any investment or retail bank. Our total focus is on achieving your objectives.
CEO Update Q1 2014
The pessimist's approach to life is "Start worrying ...details to follow"! It is for us to do the worrying on behalf of our clients, but, nonetheless …
Posted in: CEO Update
Market Pulse - First quarter 2014
Riding the wave - Despite a few wobbles, stockmarkets across the developed world delivered strong returns in 2013. Yet equity valuations are starting …
Posted in: Market Pulse
Conservative investing in a low return world
Andrew Thompson, Head of Multi Asset Investing, discusses the challenges facing conservative investors.
Posted in: Video Insights
CIO Blog - Bubble wobble
2014 will be a negative year for equities. At least that is the conventional wisdom derived from the mysterious “January effect”. The theory is as fol…
Posted in: CIO Blog