The needs of our clients are complex and diverse and no two clients are the same. We devise strategies customised to your specific needs. This includes providing expert wealth planning via our established network of specialist advisors, along with investment management services that optimise returns and protect your assets.
/ The Client is in the Center of Everything We Do
Investment
Management
Asset Allocation
Manager Selection
Investments across Diversified Asset Classes
Co-investment
Opportunities
Private Debt Investment Opportunities
Select Pre-IPO Investments
Film Financing Opportunities
Wealth
Planning
Wealth Structuring
Family Governance
Succession Planning
Lending
Solutions
Lombard Solutions
Single Stock Lending
Special Situation
Lending
Loans for Private Jets/Yachts
Consolidated
Reporting
360-degree Wealth Overview
Global Consolidation
Includes Bankable and Non Bankable Assets
Real-Time Reporting
Detailed
Analysis of all Asset Classes
/ Investment Management
Our personalised approach provides clients with value that goes beyond providing investment advice. We take the time to get to know you and your portfolio. We assess your risks and investment objectives and help you to discover more ways to make the most of your money.
We’re not owned by a bank or financial institution. This independent approach opens up a wider investment universe, allowing us to find the best opportunities, offer bespoke advice, and add real value.
(We do not provide discretionary management services nor do we hold client money or assets)
Our services include:
- Asset allocation
- Manager selection
- Investment opportunities across diversified asset classes
- Co-investment opportunities
- Private debt investment opportunities
- Pre-initial public offering (IPO) investment opportunities
- Film financing opportunities
/ Wealth Planning
Our Family Office Services reflect your objectives, needs, and aspirations. Our independent network of trust companies and tax advisors can help you to get the most out of your wealth, including advising on the best way to pass wealth and assets to the next generation, ensure legal compliance and to protect your assets.
Our services include:
- Wealth structuring: Bringing together wealth protection, estate planning, succession planning, and family governance.
- Family governance: Establishing framework to protect your wealth and helping families wealth survive successive generations.
- Succession planning: By planning ahead, we can help to protect your family’s wealth for the future, reducing costs and complexity and creating a clear vision for the future
/ Lending Solutions
We advise and support our clients on their lending requirements. Our wide network of providers allows us to access bespoke and flexible solutions that allow you to access cash without having to divest your portfolio or impact long-term investments.
Services we offer:
- Lombard solutions: We can access a range of lending solutions which are secured against a pledge of liquid assets such as equities, bonds, structured products or investment funds and in some cases against illiquid assets like private equity, art collection etc.
- Single stock loans: We can help you to borrow against your shareholding to diversify investments and revenue streams, and/or diversify your portfolio to mitigate concentration risk.
- Special situations lending: Our relationships with our Ultra High Net Worth clients, family offices and our wider network enable us to access capital through conventional and non-conventional lenders for Special Situations lending.
- Loans for private jets/yachts: Funding for jets, yachts, and other luxury assets can be difficult to access. Using our extensive connections network of specialist funders, we can recommend and secure competitive and comprehensive financing packages.
/ Lending Solutions
We advise and support our clients on their lending requirements. Our wide network of providers allows us to access bespoke and flexible solutions that allow you to access cash without having to divest your portfolio or impact long-term investments.
Services we offer:
- Lombard solutions: We can access a range of lending solutions which are secured against a pledge of liquid assets such as equities, bonds, structured products or investment funds and in some cases against illiquid assets like private equity, art collection etc.
- Single stock loans: We can help you to borrow against your shareholding to diversify investments and revenue streams, and/or diversify your portfolio to mitigate concentration risk.
- Special situations lending: Our relationships with our Ultra High Net Worth clients, family offices and our wider network enable us to access capital through conventional and non-conventional lenders for Special Situations lending.
- Loans for private jets/yachts: Funding for jets, yachts, and other luxury assets can be difficult to access. Using our extensive connections network of specialist funders, we can recommend and secure competitive and comprehensive financing packages.
/ Consolidated Reporting
By combining our expertise with the latest technology, we’re able to provide consolidated, personalised, real-time reporting and analysis for your entire investment portfolio.
We can provide oversight of financial and non-financial assets, as well as liquid and illiquid investments, to provide a transparent balance sheet for your entire estate. By keeping all of this information in one place, the tool simplifies reporting and allows us to efficiently manage all assets, recognise risks and capitalise on investment opportunities.
Services we offer:
- Live banking data feed
- Daily market values of all financial assets
- Deep dive analysis of the entire portfolio on an isolated or consolidated basis
- Advanced, visual, and intuitive client-facing technology
- Holistic oversight of all the assets
/ The Client is in the Center of Everything We Do
Investment Management
Asset Allocation
Manager Selection
Investments across Diversified Asset Classes
Co-investment Opportunities
Private Debt Investment Opportunities
Select Pre-IPO Investments
Film Financing Opportunities
Wealth Planning
Wealth Structuring
Family Governance
Succession Planning
Lending Solutions
Lombard Solutions
Single Stock Lending
Special Situation Lending
Loans for Private Jets/Yachts
Consolidated Reporting
360-degree Wealth Overview
Global Consolidation
Includes Bankable and Non Bankable Assets
Real-Time Reporting
Detailed Analysis of all Asset Classes
/ Investment Management
Our personalised approach provides clients with value that goes beyond providing investment advice. We take the time to get to know you and your portfolio. We assess your risks and investment objectives and help you to discover more ways to make the most of your money.
We’re not owned by a bank or financial institution. This independent approach opens up a wider investment universe, allowing us to find the best opportunities, offer bespoke advice, and add real value.
(We do not provide discretionary management services nor do we hold client money or assets)
Our services include:
- Asset allocation
- Manager selection
- Investment opportunities across diversified asset classes
- Co-investment opportunities
- Private debt investment opportunities
- Pre-initial public offering (IPO) investment opportunities
- Film financing opportunities
/ Wealth Planning
Our Family Office Services reflect your objectives, needs, and aspirations. Our independent network of trust companies and tax advisors can help you to get the most out of your wealth, including advising on the best way to pass wealth and assets to the next generation, ensure legal compliance and to protect your assets.
Our services include:
- Wealth structuring: Bringing together wealth protection, estate planning, succession planning, and family governance.
- Family governance: Establishing framework to protect your wealth and helping families wealth survive successive generations.
- Succession planning: By planning ahead, we can help to protect your family’s wealth for the future, reducing costs and complexity and creating a clear vision for the future
/ Lending Solutions
We advise and support our clients on their lending requirements. Our wide network of providers allows us to access bespoke and flexible solutions that allow you to access cash without having to divest your portfolio or impact long-term investments.
Our services include:
- Lombard solutions: We can access a range of lending solutions which are secured against a pledge of liquid assets such as equities, bonds, structured products or investment funds and in some cases against illiquid assets like private equity, art collection etc.
- Single stock loans: We can help you to borrow against your shareholding to diversify investments and revenue streams, and/or diversify your portfolio to mitigate concentration risk.
- Special situations lending: Our relationships with our Ultra High Net Worth clients, family offices and our wider network enable us to access capital through conventional and non-conventional lenders for Special Situations lending.
- Loans for private jets/yachts: Funding for jets, yachts, and other luxury assets can be difficult to access. Using our extensive connections network of specialist funders, we can recommend and secure competitive and comprehensive financing packages.
/ Consolidated Reporting
By combining our expertise with the latest technology, we’re able to provide consolidated, personalised, real-time reporting and analysis for your entire investment portfolio.
We can provide oversight of financial and non-financial assets, as well as liquid and illiquid investments, to provide a transparent balance sheet for your entire estate. By keeping all of this information in one place, the tool simplifies reporting and allows us to efficiently manage all assets, recognise risks and capitalise on investment opportunities.
Services we offer:
- Live banking data feed
- Daily market values of all financial assets
- Deep dive analysis of the entire portfolio on an isolated or consolidated basis
- Advanced, visual, and intuitive client-facing technology
- Holistic oversight of all the assets
It would be great to hear from you, please get in touch.
Tel. +44 (0) 20 7971 1460