Private Wealth Management
Investment Management

Our clients

 

Today, we manage over £1 billion of funds on behalf of our clients, who include:

  • senior executives of UK companies;
  • senior investment bankers;
  • private equity partners;
  • hedge fund managers;
  • lawyers;
  • financiers and entrepreneurs;
  • media and sports professionals;
  • retired wealth;
  • small pension funds and SIPPs;
  • charities;
  • trusts;
  • professional intermediaries, including solicitors, accountants and financial advisers.

By adhering steadfastly to our founding principles, we have forged strong relationships with our clients, which in turn has provided a platform for future growth: in our last customer satisfaction survey, over 90% of our clients said they would willingly recommend us to family and friends.




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