We have designed our services based on our experience of a wide range of clients from different walks of life and at different stages of life.

Our clients include:

- FTSE 100/250 Chairmen, Chief Executives and Finance Directors

- Senior investment bankers

- Private equity partners

- Hedge fund managers

- Entrepreneurs

- Charities

- Trusts

- Small pension funds and SIPPs

- Family offices

- Professional intermediaries, including solicitors, accountants and financial advisers

We have found that our help is most effective when there is a clear match between our clients’ expectations and what we can deliver.

Reflecting this, our business operates in two parts:
 

Wealth Management, which offers integrated financial portfolio and tax planning services

Investment Management, which offers fund-based investment services.