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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. 

Sterling

27 September 2022 | 5 mins

Sterling has fallen further after the UK's "fiscal event", making higher interest rates even more likely. However, its all-round weakness is being overstated, as is the threat to the UK government's creditworthiness.

Climbing the Wall

14 September 2022 | 25 mins

The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.

The end of TINA?

14 September 2022 | 5 mins 

It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?