INVESTMENT

Wealth Management

We create tailored solutions that aim to meet the complex requirements of private clients and family offices, helping their wealth to grow and legacies to continue. We simplify your life by providing comprehensive investment solutions.
We believe that asset allocation is the main driver of performance. Broad diversification is key to risk mitigation, helping our clients to build stronger portfolios.

DISCRETIONARY & ADVISORY MANDATES

Investment approach starts with us learning what your specific goals and constraints are to make sure that your portfolio’s risk level aligns with your long-term objectives. We will be focused on your portfolio, transparent about decisions

EXECUTION ONLY

Our specialized expertise in areas like Sustainable & Impact Investing and Diverse Manager Research allows us to create specific mandates for clients who want to make intentional, impactful decisions within their portfolio.

TAILORED CUSTODY SOLUTIONS

We build tailored portfolios from the ground up based on each client’s distinct objectives. Every portfolio is designed to realize unique, meaningful outcomes for each clien

ASSETS ADVISORY

Alternative & Private Assets Advisory: In collaboration with our Asset Management team, we provide advisory services for alternative and private assets, ensuring a diversified portfolio that aligns with your long-term goals.

Asset Allocation

Asset allocation is key. Studies show that alone it explains between 40-90% of return variability.
We favour a globally diversified portfolio, across traditional and non-traditional asset classes. Our Investment Committee reviews the strategic asset allocation monthly. To safeguard our members’ portfolios we make tactical decisions based on changing political and economic conditions. We work with one asset allocation process, ensuring all our members’ portfolios are consistent with our central view.