Family Groups and Individuals
We limit ourselves to a few very substantial families and individuals so that we we can devote a great deal of thought, time and other resources to fully understanding each client's particular financial circumstances and personal expectations before formulating investment strategies and solutions for them.
Making this time and effort is very important.
- It allows us to gain a clear vision of the wider context and risk landscape of each client’s financial affairs within which we may be entrusted with a discretionary mandate for their liquid investments.
- It is also crucial in helping both the prospective client and ourselves decide if we are compatible - that is, confident we can develop a mutually trusting and enjoyable professional relationship that allows for the kind of frank and open communication which leads to the most positive partnerships and best results.
We provide a full discretionary investment service including administration, portfolio valuations and reports.