For over 100 years we have been an experienced guardian of a family’s assets and financial affairs. We provide wealth management services to those with substantial private capital, acting for clients including entrepreneurs and long-established families, including those with businesses.
Our expertise combines investment management, personal financial planning and tax and corporate and strategic advice under one roof, meaning our clients benefit from a holistic view of their family’s finances. Our unique combination of services enables us to tailor bespoke advice to reflect a family’s objectives, needs and aspirations, which can be flexed as requirements evolve.
Restructuring and recovery
Getting the right professional advice as soon as you start experiencing financial difficulties greatly increases your chances of regaining control and avoiding a formal insolvency procedure.
Providing you with rounded and far sighted perspective to achieve longer term goals, whether business or personal.
How we can help
Shaping family financial strategy
Devising a strategy and structure to reduce complexity and deliver results in the best interests of your family.
Guiding families through change
Dealing with the impact of changing circumstances and sensitive issues.