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Wealth Management

Our fresh approach to wealth management focuses on building lasting partnerships with our US connected clients, developing trust through transparency and maintaining our entrepreneurial spirit.

Investment philosophy and process

A wealth of skills but a single philosophy

We never lose sight of the fact it is your money that we manage. From accumulation and preservation through to the succession of your assets, we help you to meet your financial goals whilst working within your risk parameters. In so doing, we focus on long-term thinking, our leading investment expertise as well as our active management approach.

Wealth management for US connected clients

Here for you wherever "here" is

Any investment decisions we make take into account the tax implications and constraints that are unique to your personal situation. Our team is dedicated to helping clients wherever they reside, with a focus on clients’ individual investment goals, through a transparent fee structure.

Portfolio management

Good investments should come as no surprise

Our approach is simple: We offer informed, objective advice based on your aspirations and calibrated against the level of risk you are comfortable with. We create a bespoke portfolio to meet your requirements. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.

Strategic Model Portfolio Service

Everything we believe about investing in one place

Our aim is to give client's access to financial markets and an investment strategy in a way that is effective and efficient wherever they reside. We understand different investments hold different appeal, depending on a client’s background, whilst also recognising how different asset classes will perform in different market conditions.

Wealth planning

A dream without a plan remains a dream

This service is dedicated to the provision of financial planning to individuals, companies, partnerships and trusts with a US connection. Our comprehensive approach ensures that your ambitions remain on track. We present you with a personalised strategy to structure your short, medium and long-term plans, all within the parameters of your financial resources and regulatory restrictions.

Tier 1 investor visa services

You've got broad horizons, your investment manager should too

For US citizens entering the UK, we construct an investment portfolio to meet the criteria laid out by the UK Border Agency. We maintain a close working relationship with your other advisers to ensure your portfolio, and the reporting of it, are in accordance with UKBA and any legal advisers’ requirements.

 

Alternative investments

The road less travelled can be the road more rewarding

We can help you to unlock investment opportunities in private equity and commercial property. Whether you’re a high-net-worth individual or a professional investor, our specialist team will help you to gain access to direct investment opportunities in these often rewarding sectors.

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