Creating your total wealth solution. Great investment advice doesn’t exist in a vacuum. Our investment services take into account all your financial needs, from wealth planning to investing. We call this your total wealth solution.
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 investment advisory services.
Plan for the life you want
Our wealth planners will find out what matters to you. Then they draw up a detailed financial blueprint that’s flexible enough to adapt to your changing circumstances. We know everyone has different priorities. We've helped people plan for decades now, throughout the world, for all types of wealth.
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.
Services for Financial Intermediaries
We offer a wide range of products and investment services on a highly evolved operational platform designed for the unique needs of professional service firms, banks, consulting companies and financial intermediaries.
Great Wealth Solutions
Great wealth is more than a collection of values. It’s about bringing your vision to life, together. Turning a vision into reality demands a long-term partnership that builds on understanding and trust. This has been our goal for generations.
We'd like to meet you
Come and see us so we can tell you more about what we can offer you.