Wealth consulting
Portfolio Audit

Truly independent investment and wealth management

Sourcing, analysing and structuring new investments

Transparent, ethical and fully aligned to clients

30 years+ experience of portfolio management

Expertise covering private, family and institutional clients institutional clients

Access to private equity and direct investments, working with the most recognized partners in the world
Long term performance is driven by partner selection and asset allocation – not asset selection
We provide strategic advice on consolidated portfolios without the bias of fees and sales targets
We identify and recommend investment strategies and how best to exploit them. You then decide with our help
Wealth management by tried and tested experts… Tailored individually, not some generic factory process

“The person that turns over the most rocks wins the game… Know what you own, and why you own it.”

– Peter Lynch