WEALTH MANAGEMENT

Personalised investment solutions for high-net-worth individuals and families

BESPOKE WEALTH MANAGEMENT

Our wealth management service provides comprehensive, personalised investment solutions for individuals and families with significant assets. We take time to understand your unique circumstances, goals, and values to create a tailored investment strategy.

Unlike larger institutions that treat clients as numbers, we provide the focused attention that your wealth deserves. Your dedicated investment manager will be your single point of contact, available whenever you need guidance or have questions.

Wealth Management

WHAT WE OFFER

Discretionary Management

Full discretionary portfolio management where we make investment decisions on your behalf within agreed parameters, allowing you to focus on what matters most to you.

Advisory Services

For clients who prefer to remain involved in decision-making, we provide expert advice and recommendations while you retain control over final investment choices.

Financial Planning

Comprehensive financial planning that considers your entire financial picture, including tax planning, estate planning, and intergenerational wealth transfer.

Portfolio Review

Independent review of existing investment portfolios, providing objective analysis and recommendations for optimisation.

Cash Management

Efficient management of cash holdings to optimise returns while maintaining appropriate liquidity for your needs.

Reporting

Clear, comprehensive reporting on portfolio performance, holdings, and activity, delivered at a frequency that suits you.

OUR APPROACH

A structured process designed to deliver the best outcomes for you

1. Understanding

We begin by taking time to understand your complete financial picture—your assets, liabilities, income, expenses, goals, time horizons, and risk tolerance.

2. Strategy

Based on this understanding, we develop a personalised investment strategy aligned with your objectives and constraints.

3. Implementation

We construct and implement your portfolio, selecting the most appropriate investments from across global markets.

4. Ongoing Management

We continuously monitor your portfolio and make adjustments as market conditions change or your circumstances evolve.

WHO WE SERVE

Our wealth management service is designed for:

  • High-net-worth individuals seeking personalised investment management
  • Families looking to preserve and grow wealth across generations
  • Business owners with significant liquid assets to invest
  • Executives and professionals planning for financial independence
  • Individuals who have received an inheritance or windfall

READY TO DISCUSS YOUR WEALTH MANAGEMENT NEEDS?

Schedule a complimentary consultation with one of our investment managers.

Get in Touch