Who We Are

Our clients are academics, executives, solicitors and barristers, business owners, doctors and engineers. For twenty years we’’ve formulated their strategic plans, managed their investments and shaped tax planning strategies as their lives evolve.

Whether preparing for an imminent retirement, at the peak of their professions, or as young and ambitious high earners, all of our clients seek our robust and thorough expertise in articulating financial strategies that can adapt and last a lifetime.

Plans need executing, and we deliver through strategies developed with an external world class investment committee with decades of proven expertise at the highest level in financial markets.

Over the years our clients have dispersed across nineteen different countries. That’s why we build our relationships for a lifetime, wherever your work or life may take you.


Please be aware that we begin advisory relationships with individuals who have a net worth in excess of USD 2 million, excluding property.