What we offer

Our dedicated team of professionals work with families, their advisers and established family offices to oversee and manage the integrated investment, financial and personal affairs of their family wealth.

Our first investment is in understanding your objectives. We take the time to get to know our clients’ circumstances, priorities and ambitions. We use our long-standing experience and expertise to choose the investment strategies best able to deliver continued prosperity, responsibly and securely.

Our advisory service provides high conviction investment ideas that are designed to benefit from both long-term changes in the market environment, as well as tactical ideas that arise from market gyrations.

We provide a suite of services, all focused on meeting our clients’ long-term needs and achieving their future goals.

Environmental, social and governance (ESG) considerations are integrated into our investment decisions to both find opportunities and avoid risks. But we can go much further, tailoring portfolios that align with your values and invest for impact.

Our portfolio management service, for charities with over $1.5 million to invest, provides a tailored investment solution capable of meeting a broad range of objectives including those looking to protect against inflation, generate income or with specific ethical requirements.

We can help you ensure your success and wealth will make a difference to those causes you and your family are passionate about.

As our client, we offer you in-house custody of your assets. We can also act as an external asset manager so that you can choose your custodian bank, while giving us power of attorney to represent you in managing your investments.