Wealth Management
About Wealth Management
Over the past five decades our clients have found common ground with our family history, our values and experience, and our commitment to excellence.
What we do
Discretionary portfolio management
Our experienced portfolio managers design tailored investment solutions to meet your goals and risk appetite. We harness their expertise to monitor and adjust investments over time to optimise performance, with a high degree of transparency.
Investment advisory
We provide personalised investment advice, helping you to make informed decisions and to implement a strategy that aligns with your objectives. Our experts are always on hand to provide guidance on navigating constantly changing markets.
Wealth and investment services
We pride ourselves on supporting the wider needs of our clients. We utilise our expertise across a range of complex matters, including debt structuring, mergers and acquisitions and capital raising, helping you achieve your broader goals.
How we invest
Our expertise covers:
- Traditional assets: fixed income, equities, commodities, foreign exchange and cryptocurrencies.
- Alternatives: long/short equity, systematic & discretionary macro and alternative income including hedge funds and evergreen funds.
- Private assets: private debt, private equity, real assets, including closed-end programs and co-investments.
Our offering relies on four strong principles:
- the provision of investments selected from across the whole market
- bespoke investment solutions
- proprietary asset allocation
- cutting-edge fintech and advanced reporting technology
Our team
Our team’s mission is to help clients achieve investment success over time. We are committed to delivering institutional-grade investment expertise, matched with outstanding service to our clients.
Our dedicated team of 10 investment professionals designs bespoke investment solutions thanks to complementary skills ranging from asset allocation, portfolio management, fund selection, trading and macro-economics.
We are constantly interacting with our own private equity and liquid strategies teams, accessing real time market intelligence, industry networks and investment opportunities.
Who we serve
We harness our long-standing expertise in financial markets to provide a distinctive approach based on mutual trust, confidentiality and exceptional client experience.
Our clients include:
- High-net worth individuals / entrepreneurs
- Multi-generational families
- Family offices / private foundations / trusts
Many of our clients seek advice and support that goes beyond asset management. Our personal experience of managing our own family’s assets and understanding of governance enables us to provide advice on philanthropic duties and act as an impartial sounding board.
Client-centred solutions
We have a long history of managing bespoke mandates for discerning private investors and sophisticated institutions alike.Â
Our wealth management solutions are 100% bespoke as every portfolio is designed to realise tailored outcomes for each client.
We pride ourselves on supporting and working alongside established organisational set-ups or serving as a fully outsourced investment office.
Comprehensive investment expertise
Our global footprint enables us to provide clients with access to a large range of high-quality investment solutions.
We take a 360° approach to investing across all asset classes, taking a whole of market approach to investment selection across liquid and alternative / private assets strategies.
We are recognised as one of the leading experts in fund allocation and selection for over 30 years. [should this be 50 years?]
Cutting-edge technology
We fully embrace the digital revolution, harnessing technology to help our clients achieve financial peace of mind and take smarter investment decisions.
We use advanced monitoring technology to:
- Reduce operational risk and complexity
- Optimise asset allocation and cash management
- Provide best-in-class digital client reporting
Our systems allow us to aggregate portfolio holdings, simulate different economic scenarios and forecast cash-flows across all investments, providing our clients with superior levels of transparency and information.
Insights
- Private equity
- Papers
If investors were expecting the private equity market to jump back into action in 2024, they will have been disappointed.
After a subdued 2023, overall private equity investment and exit activity in the first quarter of 2024 continued to be challenged. However, there were bright areas in some segments of the market.
- Private equity
- Events
In the second half of 2023, we saw an increase in secondaries volume, driven by LP stakes. Why is this and what have been the key drivers of recent activity in the secondaries market around the globe?
- Private equity
- Papers
The global economy is taking its first steps into a green revolution that is going to redefine incumbent industries as we know them and create new ones. Climate investment opportunities have already flourished as a result, despite the macroeconomic and geopolitical headwinds. However, for investors pursuing climate investments today, there are multiple challenges: selecting the most attractive segment within the broad climate opportunity, seeking alignment with their own impact objectives, relying on immature track records, benchmarking impact methodologies and keeping up with a fast-changing regulation.