Advisory services

To protect and grow your wealth, it is essential that we understand your goals and investment priorities. Our advisory service works with you to navigate markets to make long-term returns in real terms, while meeting your risk tolerance. 

We challenge conventional thinking to develop innovative solutions that reflect your needs and anticipate new market trends. We use our extensive global investment network to take advantage of long-term changes in the market environment as well as tactical opportunities that may arise from market dislocations.

Client-centric approach

Our advisory service adopts a client-centric approach to bring independent, unbiased and tailored advice to you across a multi-custodial and open architecture platform. Our approach is supported by the investment expertise of Schroders.

Customised solutions

Our offering is based on customised solutions that reflect your investment objectives and risk tolerance. You gain access to our advisory expertise, helping you to build a suitable portfolio using a wide range of public market securities, alternative investments such as private assets, structured solutions, mutual funds and ETFs.

Dedicated team of advisors

Our dedicated advisers work closely with you to provide regular updates on our best thinking, investment ideas and analysis to enable you to ultimately make the optimal investment decisions.

Contact us

Discuss your wealth management needs or find out more about our services.