Our service

Starting to plan your wealth solution: Great investment advice doesn’t exist in a vacuum. Our service takes into account all your financial needs, from wealth planning to investing to banking.

We start getting to know you. Once we understand you and your goals, we build you a bespoke financial plan. Then we create your investment strategy.

Finally, we offer you access to our bank services, which include lending or philanthropy advice.

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Planning your wealth

Passing on your wealth can be emotional and complex. You'll receive support and advice to make sure your wealth reaches the right hands at the right time.

Invest to make it happen

Now we understand your dreams, ambitions and needs, successful investing could help bring them to life. Our experts can support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.

Bank on us every day

We offer financing options like lending, as well as services for trusts and foundations, so you can find everything you need in one place. You can also get advice on philanthropy and sustainable investment.
 

Serving the world's wealthiest

Your wealth deserves the best. To help you maximize your wealth for your family, business and yourself, you'll receive individual solutions exactly when you need them.

We'd like to meet you

Come and see us so we can tell you more about what we can offer you.