United Kingdom and Channel Islands
We work with the world’s most successful entrepreneurs, families and charities to preserve and grow their wealth.
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.
Managing our clients' wealth as if it was our own, we invest and offer advice to help them meet their long-term goals.
Who we work with
What we do
What our clients say
1 As indicated in an independent 2019 survey conducted by Savanta
Discover how our advice and expertise come to life
What to expect
1 July 2021 | 26 mins
While 2021 has seen robust economic recovery and strong portfolio performance, we remain aware of how unpredictable markets can be. We also know the importance of communicating this, so in this Quarterly Letter, we update a previous letter where we spoke about both our investment approach, and managing expectations.
House prices are "on fire"...
28 June 2021 | 5 mins
Being confined to our homes for the past year prompted many to re-evaluate their housing priorities. Bolstered by low interest rates and scarcities, this surging demand for residential property has begun to ignite concerns over market froth, especially given the divergent experience of different regions and sectors.
Pedal to the metal
15 June 2021 | 30 mins
While the more optimistic predictions of global recovery continue to materialise, there are ongoing suggestions that substantial inflationary pressure lies further down the road. In this Market Perspective, we examine this landscape and also delve into various other developments around global supply chains and policy decisions.
To view our full range of insights, visit our Insights page.