The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
In an environment where short-term thinking often dominates, our long-term perspective sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
What we do
Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.
From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.
Insights
The big ideas and important details behind our approach to your wealth.
19 May 2022 | 6 mins
Following the biggest one-day fall in US stock markets since mid-2020, Kevin Gardiner examines some of the factors influencing market volatility and considers whether, in an environment of low consumer confidence and inflationary pressures, economic growth can still continue.
9 May 2022 | 12 mins
The events in Ukraine have unseated many people's faith in the strength of Western democratic and diplomatic stability. However, in this Market Perspective, we discuss how both the geopolitical, and indeed economic, impact of the crisis may not be as bleak as many assume.
14 April 2022 | 7 mins
Almost two months after the initial invasion, the ultimate conclusion of the Russia-Ukraine crisis remains uncertain. While the knock-on effect on energy supplies remains a concern, robust growth and labour markets provide some optimism as we await the realisation of more substantive interest rate rises.
