We’ve been looking after the financial affairs of private individuals and their families for over a century. We provide an unusually broad prospective to wealth management, bringing together three core sets of skills – those of the investment manager, the financial planner and the tax expert.
Whether you’re part of a family business, a professional sports person, an entrepreneur or looking for support for yourself or your family, we will work closely with you to understand your financial goals and ambitions, helping you to plan, build and grow your wealth.
Services for you
Investment management
Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.
Personal financial planning
As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life.
Personal tax
Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.
Retirement planning
Regular reviews of your pension arrangements are available to help you decide what’s right for you before, at and during retirement.
Young professionals
It’s never too early to start investing
International & Channel Islands
Whether you’re a private client, family office, trustee or corporation operating in multiple jurisdictions, we understand the challenges and pressures you face.
Sports, media and entertainment professionals
Our sports, media and entertainment group has worked for many years in providing technical expertise to help a wide range of professionals, organisations and governing bodies with their financial ambitions.
How we can help
Building your wealth
There's more to growing your wealth than maximising investment returns and managing taxes.
Planning your retirement
Preparing for your retirement takes careful planning, our team can make sure you are ready.
Managing your taxes
Managing your taxes efficiently takes technical knowledge and practical sense.
Leaving a legacy
Careful planning now can help you make the most of the legacy you want to leave.
Receiving a legacy
An inheritance often comes with a desire to protect the assets, we can help you manage that responsibility.
Gifting your wealth
We can help you make the most if you wish to donate gifts to loved ones or a favourite cause.
Exiting your business
Selling your business is one of the biggest decisions you'll ever make, having the right support can make all the difference.
Dealing with divorce
Following a divorce it’s likely you'll have experienced changes to your personal financial position. We can help you plan for the years ahead.
Supporting your family
Whether providing care for your elders or supporting your children through education, we can help you prepare.
Services for your business
Assurance and accounting
Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.
Business outsourcing services
Efficient, cost-effective and comprehensive outsourcing and back-office services can help you boost profits and reduce risk.
Business tax
Ever-changing legislation and a global crackdown on tax avoidance means your business now operates in an increasingly challenging tax environment.
Corporate finance and transactions
Raising capital, managing portfolios and strong transactional support from our transactions team.
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.
Pensions and employee benefits
Without adequate support, it can be difficult and time consuming to put together attractive and appropriate pension and employee benefits structures.
Entrepreneurs Hall of Fame
Meet the entrepreneurs who have aimed higher and worked smarter.
How we can help
Expanding your business internationally
With wide ranging capabilities in over 100 countries we deliver high touch, high quality, bespoke solutions to help both established and scaling businesses expand, consolidate and compete in new markets.
Expanding your business in to the UK
We deliver high touch, high quality, bespoke solutions to help you confidently expand, consolidate and compete in the UK, offering wide ranging capabilities for your business and its leaders.
Financing and managing your business
If you’re looking for help in running your business, but don’t know exactly what you need, here are some of the questions we answer on a daily basis.
Dealing with business challenges
In a dynamic and increasingly global business environment, each stage of the business lifecycle brings new challenges, as well as unforeseen events. Find out how we can help you with those.