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Our invitation for you to discover more

We understand that life is busy, and that it’s often complicated. We aim to make your life that much easier through a thorough approach to managing your day-to-day finances, as well as helping you achieve your longer-term investment and wealth goals.

How we can help you

Retirement

Whatever your plans for retirement, there are a number of options that you should think through, particularly if you are planning to retire within the next decade.

Leaving a legacy

Leaving a personal legacy involves more than bestowing financial assets on the younger generations. It provides a perspective on what’s important too, and helps your story live on.

Money management

Wealth goals don’t just have to be long term. Shorter-term finances may benefit from investing, structuring and our expertise too.

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Expat living

Our clients are based in 160 countries and many are expatriates. We recognise that there are many reasons why you choose to live abroad, but planning ahead helps you achieve better outcomes.

Investing

Weekly investment update

22 Sep

   |   4 mins

James Robertson reviews the week of 14 September, which was relatively quiet in markets, but resulted in varied performance across the different asset classes and another risk-off week for investors.

Leaving a legacy

Opportunities for South Africans to structure international investments

21 Sep

   |   62 mins

Tracy Muller from the South Africa team explained the opportunities for structuring international assets, while Katie Bonfrer provided example case studies.

Investing

20 years on: déjà vu for tech stocks?

15 Sep

   |   9 mins

Rebecca Cretney reviews the slide in tech stock values, asking if this a repeat of the Y2K tech bubble bursting or if this is just due to current day events.

Investing

Weekly investment update

15 Sep

   |   5 mins

David McFadzean reviews the week of 7 September, where markets saw the trends in the first week of the month repeated, as investors remained risk averse.

Who we are

We are the UK’s only full-service boutique private bank and wealth manager able to book assets onshore, and through international finance centres, on our own platform. We are dedicated to delivering a tailored service across wealth planning, investment management and private banking for discerning high-net-worth individuals, families and trustees.

 

We take the time to get to know you to be able to appreciate your goals, values and aspirations. We often also get to know your family, typically over generations. By getting the basics right, we can concentrate on the discussions that make a difference to your wealth.

Whether from the UK, or from one of our international offices, we work with you to reach your wealth goals, whatever your circumstances or location.

 

We know that your time is precious. With a heritage reaching back to 1834, we appreciate the advantages of wealth and comprehend its complexities.

Money management

An invitation to discover more about your finances

Life is busy and we tend to focus on what is right in front of us now rather than what we might be doing in 5, 10 or 20 years’ time. But what does that mean for your wealth?

Get in touch

Give us a call today on +44 (0)1624 645000 or please complete the requested information, and one of the team will get back to you soon.

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