Family Office & UHNW

Are you an investor with institutional needs, a family office, entrepreneur or ultra high net worth individual seeking a truly global partner?

Personalized investment and family wealth solutions

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We understand your financial and personal goals and aspirations and deliver personalized solutions for your investments, your business, your family and yourself.

Explore this site to find out more about just some of the questions our team of global specialists can help you answer.

Our solutions

No matter how sophisticated your needs might be, we are ready to partner with you to create individualized solutions which help you grow and preserve your wealth

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Family offices, investors with institutional needs and entrepreneurs

Integrated solutions and seamless access to Wealth Management and Investment Bank expertise.

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Ultra high net worth individuals    

 

Understanding your goals, challenges and ambitions is our guiding principle so we can help you to address all dimensions of your wealth.

About us

We provide personalized services to investors with institutional needs, family offices, entrepreneurs and ultra high net worth individuals. Whatever your goals are. We help you reimagine the power of investing.

Insights

Reports

Explore our reports for a unique window into global billionaire wealth and the activities of the world's largest family offices

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Global Family Office Report 2023

Our annual Global Family Office Report is the most comprehensive study of single family offices worldwide. In its latest edition the report focuses on 230 of the world’s largest single family offices and covers a total net worth of USD 496 billion, with the individual families’ net worth averaging USD 2.2 billion.

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Billionaire Ambitions Report 2023

For the first time in nine editions of this report, new billionaires acquired greater wealth through inheritance than entrepreneurship. But heirs have their own ways in continuing what their parents have achieved. Our survey of 79 billionaire clients shows that they are likely to focus more on today’s major economic opportunities and challenges.

Beyond markets

Hear from our experts on the issues shaping the fast-changing global economic landscape

Ready to start a conversation?

We look forward to speaking with you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.