For existing investment professionals acting as stewards of family capital, we offer a multi-custodial and open architecture platform and are passionate about applying independent and tailored advice. What makes us unique is that we are supported by the institutional buy-side investment expertise of the Schroders Group.
For those looking for a more independent approach to advising their clients, we have considerable experience in helping wealth management professionals make this transition.
Our goal is to harness all the institutional resources available to us to provide the best investment advice and service to our clients. This includes providing access to the Schroders’ Data Insights Unit and the proprietary tools created by our Sustainability team to help inform investment decisions.