Lady explaining something to clients during a meeting

Advice & planning

We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective advice."

Client Adviser Ben Harrison

Access to the right advice

We're an experienced guide for many successful families. We act as a sounding board across their financial affairs, beyond their investment portfolios. Our extensive network of global experts, together with our Client Advisers, are here to ensure you have access to the best wealth management advice.

Creating a multigenerational plan

You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.

How can we partner with you at this stage of your journey?

Insights

The big ideas and important details behind our approach to preserving your wealth for the long term. 

Market volatility - June update

15 June 2022 | 8 mins

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Peak house prices?

30 May 2022 | 7 mins

Property prices have surged to record levels. However, amid rising interest rates, supply-side issues, and ongoing inflationary pressure, investing in real estate looks increasingly risky. In this Strategy blog, we examine the factors underpinning this appetite from investors, and how long we can expect it to last.

 

 

Post-exit: investing for income?

27 May 2022 | 9 mins

When selling a business, entrepreneurs often neglect the difference between receiving a regular salary and being in possession of the cash lump sum which typically accompanies an exit. Here, we discuss how we recreate an 'income' for our clients, and work with them to meet their immediate and long-term goals.