We offer focused advice to our clients by hand picking investments we believe add real value to our clients' existing portfolios
We provide personalised investment advice and arrange for execution and custody. Our services are designed for high-net-worth individuals, family offices, corporations and institutions.
We specialise in:
- Listed US Equities,
Exchange Traded Funds (ETFs),
Fixed Income and derivative investments - Alternative Investments (a diverse range of funds)
- Private Placements in private and listed companies
We allocate significant resources to developing close relationships with some of the most reputable investment houses and providers in the market. Our due diligence process expands further than company accounts and credit ratings; we spend time with managers, providers and issuers at their offices, understanding their operations and analysing the embedded risks. A meticulous approach takes time (sometimes in excess of a year) but we believe it is this process that helps differentiate us from our competitors.