High net worth
Our firm is meticulously structured around the needs of individuals and families, which is why we offer exceptional service to private clients. We ensure full compliance with complex international tax laws while simultaneously maximising the efficiency of your estate.
Connecting you with
the best
Connecting you with
the best
Finding the time to assess and take care of your finances can seem impossible when you’re working hard to earn money. Although you have a high disposable income and savings, a multitude of responsibilities and challenges come with this much wealth.
The more you have, the more you stand to lose. This is why you need to partner up with a financial adviser to ensure more of your money stays in your control. We will help you to:
- Plan for retirement over time
- Deliver appropriate investment choices
- Protect your loved ones
- Tax-efficiently build your wealth
Curated for you
We work with a diverse range of high net worth individuals and families to deliver sophisticated solutions to achieve your personal objectives. Your affairs are more complex than ever and require a truly international and knowledgeable perspective from your adviser. We are perfectly placed to handle even the most complex issues.
Our advisers will assist you with strategic advice and financial modelling. This compares your financial situation with the outcomes that can be achieved through a financial plan.
Over time, we’ll help you reach your financial goals and structure your retirement now and in the future.
Before we jump straight into a savings or investment plan to reach your goals, we will review your overall financial status.
Only once we are confident that our plan will benefit you, will we propose our recommendations and implement the plan.
You want to ensure that your assets are protected. Providing for the next generation requires careful estate planning to guarantee that your assets are preserved, managed and distributed accordingly.
Our advisers will assess your needs and may refer you to specialist partners as part of your plan.
Although things are going well, you don’t know what’s around the corner. If a critical accident or illness limited your ability to work, you need insurance in place.
Any effective plan must have a strategy to protect income and assets in the event of any unexpected circumstances.
