Unbiased investment advice. Discover a strong selection of specialist asset classes.
Bespoke financial solutions
We offer a broad spectrum of investment strategies to institutional clients and more specialist investment strategies to individual clients.
We centre our business on solid relationships where clients are at the core of what we do.
Private Wealth Management
Our world-class talent and global resources are among the most sophisticated and extensive available.
We provide below a strong selection of specialist asset classes, including low volatility strategies, which capitalise on our fundamental and quantitative capabilities.
Why you should invest
Ask any wealthy individual and they will tell you that their secret lies in making their savings work harder.
What makes us different from other wealth managers?
- Our owners are also employees, so they have a vested interest in your success.
- Each member of our team is selected for the highest level of ethics and integrity.
- We have structured our firm around making your financial goals our top priorities.
- Portfolio Managers average decades of industry experience
- Our Portfolio Managers limit their number of clients in order to maximize the service experience.
- We continuously expand our investment and wealth management offerings to keep pace with the evolving landscape.
- We wholeheartedly believe in community involvement - we support employee service efforts and enable philanthropy for our clients.