Managing and preserving wealth for generations requires thought, care and innovation. We invest time to gain a full understanding of each client's needs and objectives, drawing on our knowledge to project into the future to protect and shape wealth.
We seek to be responsible custodians of our clients capital. Our goal is to preserve and then grow the real value of our clients wealth. This involves investing in assets that increase in value over time, beating inflation, and avoiding large losses along the way. On paper, wealth preservation looks easy; the challenge comes with actually delivering it, consistently and well, through thick and thin.
We build portfolios for our clients with two distinct parts. One side of the portfolio is focused on opportunities for creating wealth; we call these return assets. The other side of the portfolio is focused on mitigating risk. Here, we hold diversifying assets that will help preserve capital and offer protection.
Most of our clients are families and entrepreneurs who have worked hard to build their wealth. They are looking to us to preserve and grow this wealth, not to create a second fortune. Equally important, we believe preservation-first is the right approach to take to the financial markets: successful investing over the long term is more about avoiding disasters than delivering great results in any one year.
Our advisory investment services have been designed for those of our clients who like to be actively involved in decision making. We provide investment ideas, advice and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.
Our discretionary investment service allows clients to delegate the management of their portfolios to an investment professional. While many of our clients select us as their sole investment manager, for some clients we’re one of a number of investment advisers. After thorough consultation, the investment manager and client agree on a long-term investment strategy, which will reflect the client’s individual investment goals and attitude to risk.