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.
4 January 2022 | 25 mins
In all our communications, whether it be updating clients on portfolio performance or speaking about our investment approach, we think deeply about what we say and the way in which we we say it. In this Quarterly Letter, we take a look at the letter itself and how it demonstrates this commitment to clear and honest communication.
13 December 2021 | 25 mins
With 2022 just around the corner, we find ourselves in somewhat familiar territory; inflationary pressure, debates over monetary policy, and renewed COVID-19 concerns. In this Market Perspective, we delve once again into the inflationary outlook, ESG investing following COP26, as well as crypto and geopolitics.
4 November 2021 | 27 mins
As the inflation debate rolls on, comparisons with the 1970s persist. Weighing in on this debate, we also take a look at the Autumn Budget and discussions around UK government debt, as well as possible changes in market leadership, European populist politics, and the costs of pandemic suppression actions.
