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Wealth Management

Investing and managing financial assets

We focus on wealth preservation


Our clients are families and entrepreneurs who have worked hard to build their wealth.

They are looking to preserve and grow the real value of their capital.

We seek to be sensible custodians of capital, managing our clients' money as if it were our own.

Being family-controlled and independent, we have the freedom to make decisions impartially, focused on generating the best returns.

Services


We build strong and active partnerships with our clients and provide broad advice on navigating the financial world.

Clients typically appoint us to manage a portfolio on their behalf.

"It takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it"

 

Nathan Mayer Rothschild
(1777 – 1836)

 

 

 



Our investment approach


Our goal is to preserve and grow the real value of our clients' wealth. This involves several related things: outpacing inflation, achieving prudent growth, and avoiding large losses, all while focusing on the long term.

We have a differentiated approach to building portfolios.

More services


Charities and foundations also value our emphasis on wealth preservation. We also offer certain banking services, including lending to our clients.