Business owners and entrepreneurs

Close to 40% of our clients have generated their wealth through their business interests

You can count on our deep experience at every stage. We can also introduce you to our network of specialist advisers.

No two entrepreneurs are alike – but many have similar needs

When it comes to selling all or part of the business you nurtured through time, getting this right takes planning. It's important to consider tax efficiency, income replacement, safeguarding your capital, making provision for ongoing business interests and ensuring that your wishes for others, including your family, are taken into account.

Download the brochure

Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services.

The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.