Advice for wealth that spans generations
Investment counsel for private clients and family offices, from portfolio construction to succession.
A complete advisory relationship
Wealth management & advisory
Advice on the construction and ongoing oversight of international portfolios, set against each client’s objectives, horizon and tolerance for risk.
Portfolio investment consultancy
Independent review of existing portfolios, including restructuring complex or fragmented holdings across several institutions.
In-house research
Investment decisions informed by our own research on economies, asset classes and individual securities.
Family office services
Support for families and their offices on investment policy, manager oversight, reporting and governance.
Estate planning & trust structuring
Coordination with legal and fiduciary specialists on succession, trusts and the long-term continuity of family wealth.
Real estate investment advisory
Advice on real estate within the wider portfolio, considering liquidity, concentration and income.
Across regions and asset classes
Portfolios are built from a global opportunity set, not a home-market bias.
Equities
Developed and emerging markets, directly and through funds.
Fixed income
Sovereign, investment-grade and selective credit.
Gold & real assets
Precious metals and real assets as portfolio stabilisers.
Alternatives
Private markets and absolute-return strategies, where suitable.