Bespoke Investment Management
Our Bespoke Investment Service is customised to meet the needs of our high net worth clients. Our clients are at the centre of the way we interact and manage wealth. Whether you are a private client, charity, trustee or a family office our Bespoke service is tailored to meet your unique and individual needs. We are stewards of wealth and strive to achieve the highest level of confidence in every aspect of our service.
Customised solutions for charities and institutions
Experienced managers with a demonstrable track record
We recognise the significant responsibilities placed on trustees and investment committees. Our aim is to provide customised investment solutions, sensitive to ethical and other considerations.
Consolidated wealth management for families
Investment, tax and governance solutions.
We manage wealth in the context of broader family considerations, including tax management, family governance, liquidity, philanthropy, next generation and investment advisory requirements.