A solid approach
to wealth management
What we do
We provide individually tailored, wealth management solutions with a single, readily accessible point of contact.
Our approach is holistic and we aim to take care of every aspect of a situation or negotiation, including any legal and tax issues. If certain aspects fall outside our core expertise, we make use of our established relationships with a wide range of partners to ensure that we deliver on your objectives.
Going the extra mile
It’s our policy to go above and beyond what would normally expected of a wealth manager, because we see ourselves as partners rather than simply suppliers, building relationships with our clients that will deliver long-term value.
We advise on, and execute, a wide variety of services as well as diversified and specialised investments, both onshore and offshore. This includes real estate, tax structuring, financing, insurance, banking and immigration.
We also get involved in a wide range of other areas, from finding properties and negotiating competitive mortgages or loans, to opening UK bank accounts, which can be surprisingly challenging for foreign nationals, and providing competitive foreign exchange services.