Private individuals

We take time to understand your unique circumstances

We mold our services around your needs and ambitions, whether you require tailored portfolio management or third-party banking services. We can then provide you with an in-depth financial plan to make sure you are on track. Our recommendations will always be clear and realistic.

You can benefit from:

In-depth review of your financial circumstances, objectives and risk tolerance
Investments structured for tax-efficiency
A personalised long-term investment strategy
The most suitable investments within each asset class
A portfolio that reflects your values, which can include sustainable or socially-responsible investments
Regular reporting
Close monitoring and re-balancing of your portfolio to take advantage of shorter-term shifts in the economic cycle

Case study: managing SIPPs

A UK-based executive was appointed to a senior role in New York. He had £4 million in a UK Self-Invested Personal Pension (SIPP) and a sizable tax portfolio that would have to become US and UK-compliant if he moved to the US. This can be difficult as many popular funds in the UK face high taxes in the US.

We on-boarded the portfolio quickly, working with his existing advisers. We then restructured our client’s portfolio, investing primarily in individual stocks and bonds, two months before he moved to New York.