Many firms claim to put their clients first. It’s no wonder that this has become a corporate cliché that has departed from its original meaning.

For us, service isn’t just about ticking the right boxes, it is an attitude and a mindset that stands at the very center of our organisation. We do not seek the spotlight for ourselves, and instead, we prefer to let our work do the talking. For us, the greatest accolade is to have the same clients remain with us across generations.

As an investment manager, we offer a diversified global platform with access to top-performing funds. Furthermore, we also assist our clients with direct access to equities and fixed income opportunities, including private placements, and with a variety of institutional-grade derivatives.

Outside of investments, our core expertise is in estate planning, family office management, asset protection and trusts. Finally, our lifestyle concierge team is highly experienced in providing discreet support across a variety of tasks, ranging from jet leasing and yacht charters to securing invitations to exclusive private events.

For our clients who are business owners, we also offer a capital introduction service, which provides access to financing at below-market rates from both institutional and private lenders.