November Market Update 2024
This month we discuss the market reaction to Donald Trump’s emphatic victory, and Europe’s st…
We’re Entrepreneurs and
Investors, not Bankers
We view wealth management as being broader than the management of financial capital: we strive to understand the purpose behind wealth to help you and your family achieve your shared financial and non-financial goals.
We are entrepreneurs, not bankers. Partners and pathfinders. We are intrinsically international, with a global client base, a team of over 20 nationalities, and three offices situated in leading financial hubs.
We place good governance at the heart of family dynamics, investment philosophy and business management. Both independent and bank agnostic, our set-up encourages the lateral thinking needed to turn financial capital into life-enhancing wealth.
Wealth is responsibility, and we take ours very seriously. We only recommend what we would do ourselves and often end up investing alongside our clients.
Wealth holders and wealth managers can have a significant positive impact on the world. Responsible investing, CSR agenda, and the way we communicate with our clients are just a few ways our three core values come to life: