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 grow 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 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.
Joss Mitchell shares his views with City A.M.
Bosses feel the strain on their entrepreneurial motivation and drive as work woes increase - reported by Billy Bambrough
US folitics and the economy – Clinton v. Trump
Our Chief Investment Officer, Mouhammed Choukeir, talks about the economic policy implications of the US elections in City A.M.