Winning with clients
For wealthy families, entrepreneurs, professionals and executives alike, expert consulting on investment, financial planning and tax issues is critical to protecting and maximising personal wealth. Our Private Client Services team specialises in providing just that.
We offer a unique service. We have the resources and capabilities to deal with all aspects of your financial affairs under one roof and provide practical and imaginative total wealth management solutions combining sound investment consulting, with efficient tax structures and long-term succession planning.
The specialist nature of our work enables us to draw on resources with diverse and in-depth experience in investment consulting on all stages of the investment management process, from investment framework reviews and strategy development, through to private wealth planning and structuring, to specialist and bespoke investment & wealth advisory solutions.
- Investment consulting:
- Investment governance
- Investment Manager Evaluation and Surveillance
- Global Asset Allocation & Performance Advisory
- Private wealth: Wealth planning
- Specialty services: Valuation & Modelling