Overview of our services

For individuals with substantial assets, the range of options can be overwhelming. We understand that and we appreciate the importance of selecting the right solutions that not only grow your wealth and unlock new opportunities, but also preserve what you have for the long term.

Portfolio management

Portfolio management is generally provided on a discretionary basis. Once a suitable approach has been agreed, most of our clients hand over the day to day responsibility for managing their portfolio to their manager who will take investment decisions on their behalf. Clients are then kept informed of changes according to the detail and frequency they prefer.

In addition, our advisory service generates a flow of investment ideas for clients who wish to retain responsibility for investment decisions.

Banking and treasury

We also provide banking services, including deposit taking and lending at competitive rates. Our experienced team can advise clients on finance and lending facilities to support the overall management of their financial affairs.