Wealth Services

We advise professional investors on all aspects of their wealth management.
Our team’s longstanding experience in private wealth management spans investment sourcing and efficient risk management, giving our clients confidence and peace of mind.
We aim to create long-term relationships with our clients, built on the principles of trust, transparency, and personalised guidance.

Wealth Advisory

Our Wealth Advisory team offers financial services for professional investors, placing an emphasis on long-term success and security.
Customised Investments

We develop a custom investment plan for each client based on their goals and aspirations through a series of in-depth consultations

Diverse Investment Universe

Our extensive cross-asset expertise means that we are well-placed to advise on a highly-diversified portfolio allocation across multiple asset classes

Holistic Financial Planning

We consider tax issues, when required, in the course of our portfolio construction process.


Family Office

As an extension of our Wealth Advisory function, we can also provide advice to professional investor families on the optimal approach to investments and their execution.
Coordination and Consolidation

Streamlining a family’s financial affairs, simplifying monitoring and supervision of asset and investments

Comprehensive Scope

We focus on the entire picture, from investments and philanthropy to tax and estate planning