From 2008, during and after the Great Financial Crisis we have been able to guide our clients through the most volatile times in a generation.

INVESTMENts

We help our clients to draw up concrete plans to reach their retirement saving goals and provide the best vehicles on the market to facilitate that goal, be it through lump sum, ad hoc investment or regular monthly saving.

Regular saving plans and lump sum options are among the easiest, safest ways to invest and gain access to a wide range of high quality, well known fund managers from around the world.

We will provide the support to set up the platform, provide ongoing investment advice, and also review your investments on a regular basis to make sure your investments are on track and meeting your goals.

specialities

As well as provide straightforward financial advice, the area we can add most value in comparison to other consultancy firms is in terms of the quality of the funds we can access for our clients.

Hedge Funds

Whilst we offer our in depth knowledge of more traditional asset classes such as equities and fixed income, we specialise in alternative investments, particularly the most successful long term absolute return strategies, (providing positive returns year on year, regardless of the condition of global markets). We can also access institutional class funds normally closed to individual investors or prohibitively high minimum investment amounts. We can access these funds, at far lower levels, and lower costs. Our expertise has allowed us to build exclusive relationships around the world with a number of large hedge funds managers, investment banks, and securities companies.

Bespoke Private Banking

Through our experience we are able to guide our clients with well known A rated investment grade banks, and create totally tailored structured products that meet their specific investment goals and risk appetite and areas of interest creating a unique diversified portfolio based on their goals.

We focus on investments that achieve our clients goals and provide the performance that they expect even in difficult economic times or periods of acute volatility.

Investment Property

We often get asked about investment property and over the last decade we only recommend the best apartments in prime locations if the market conditions are right for buyers. Please see our current listings in London in Fulham and Canary Wharf.

What We've Achieved