Our objective is to preserve and grow the wealth of our clients over multiple generations. Through our investments, we aspire to preserve both the wealth of future generations and the environment and society they will inherit."
A focus on individual families
No two families are alike; each has complex and unique needs. We're here to keep you wealthy, and our extensive network of leading legal and accounting specialists means we can pair you with the best experts to meet your individual family needs.
Planning for generational wealth
As a wealth manager, we focus on the fundamentals, rather than prevailing investor sentiment. We are determined to be good custodians of your capital, delivering expected returns for decades to come. As a family working hard to preserve your wealth, you’ll want to focus on understanding your goals and putting an effective financial plan in place.
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.
The big ideas and important details behind our approach to preserving your wealth for the long term.
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.