CLIENTS

Once we gain a full understanding of your circumstances and personal requirements we will create the best possible solutions for you and your family.

An in-depth knowledge and understanding of each unique client is key in helping us realise their aspirations. The bespoke nature of our office structure allows advisers to gain a complete understanding of circumstances and personal requirements, which helps create the best possible solution for each individual and family. Using this tried and tested methodology, a combination of fact finding and more qualitative conversations, we have built up a broad range of clients through generations and maintained strong relationships with certain families for centuries. Following the information-gathering stage,  we aim for a smooth and seamless onboarding process with the aid of the latest technology.

THE CLIENT JOURNEY

Family meeting to agree a plan with family members. Background and financial checks.
Develop investment strategy including: short and long term liquidity, income and investment growth targets.
Review suitability of shortlisted private banks and investment managers to achieve these aims.
Select a team of the best and most consistent relationship managers.
Produce a consolidated investment solution; all asset classes, territories and providers are considered.
Monitor and review providers to ensure consistent performance delivery.
Regularly meet to review consolidated reports on global wealth needs, requirements, targets and investment strategy.