Private Clients

• Financial Planning
  • Retirement Planning
  • Tax Planning
  • Education Planning
• Investment Advisory
  • Portfolio Management
  • ESG and Sustainable Investing
  • Private Markets and Alternatives
• Succession
  • Intergenerational wealth transfer
  • Trusts & estate planning
  • Liquidity solutions
• Family Office
• Private Banking
• Personal Insurance
  • Private Health Insurance
  • Life and Critical Illness Insurance
• General Insurance
  • Fine Art and Collectibles Insurance
  • Motor, Marine and Aviation Insurance
  • Home and contents
• Real Estate Advisory
• Citizenship & Residency

Corporates

• Investments
  • Portfolio management
  • Employee Pensions
• Employee Benefits
  • Group Health, Life & Critical Illness Cover
  • Key Person And Shareholder Protection
• Financial Advisory
  • Mergers And Acquisitions
  • IPO Advisory
  • Capital Raising
• General Insurance
  • Buildings, Third Party Liability and Professional Indemnity
  • Kidnap And Ransom
  • Construction All Risk

About Us

Insights

• Articles
  • UK: It’s Not All Doom And Gloom!
  • Why a Consultation with a Financial Advisor is Worth Your Time
  • Why Do We Encourage People to Save Early?
  • What Insurance Do I Need?
  • Stubborn Inflation Slows Market Rally
  • S&P 500 Index Hits Milestone of Five Thousand
  • Preparing for a Liquidity Event
  • Art: Painting the Investment Landscape
  • Deconstructing structured products
  • Globaleye Group acquired by London Stock Exchange listed Asset Manager TEAM
  • The future of collaborative philanthropy in Asia
  • Saving vs investing: the cost of inaction
  • Unlocking the potential of private markets
  • Why succession planning is not just for the wealthy
  • The art of balancing risk and reward: multi-asset allocation funds explained
  • The importance of financial well-being for employee productivity
  • Is investing during a recession safe?
  • How long does $1 million last in retirement?
  • Your year-end wealth planning checklist for the holiday season
  • How you can make a positive impact with your investments
  • Four common threats affluent individuals face with their wealth
  • Investing in the shadow of a recession
  • Property vs the stock market: which is the better long-term investment?
  • Life after selling your business - what’s next?
  • Get your house in order: the UK’s Register of Overseas Entities and how it affects you
  • The case for staying invested in volatile markets
  • Is your pied-à-terre a worthwhile investment?
  • From da Vinci’s to NFTs – How art collectors are spending their wealth
  • Domicile and Residency - Two words with different meanings when it comes to tax
  • The reality of gifting and UK non-domicile estate planning
  • How business owners are being swayed to change by their HNW consumers
  • How corporate culture builds a company - or breaks it
  • Why behavioural finance says investing is 80% psychological
  • 5 traits of our most successful clients
  • Is 2022 the year for ESG investing?
  • 3 questions to ask yourself for your financial well-being in 2022
  • The case for alternative investments in your portfolio
  • How HNW families successfully transfer their wealth
  • Questions to ask as global citizen looking life insurance
  • 6 reason why independent financial planning can be your legacy’s biggest risk
  • Taxes to consider when investing in UK property from overseas
• Guides
  • Q1 2023 Market and Investment Outlook
  • Market recap and 2023 investment outlook
  • Time in the market vs. timing the market
  • Understanding Private Markets
  • 5 Fundamentals to secure your family's future
• Success Stories
  • Protecting your assets against all odds
  • Providing fairly for beneficiaries
  • Working collaboratively to mitigate tax liabilities
  • Bespoke business succession planning 
  • Making an impact through sustainable investing
  • Tax planning for the affluent
  • Low-risk inheritance planning
  • Leveraging SIPPs for a better tomorrow
  • Key person protection for business continuity
  • Simplifying complex wealth liquidity planning

Magazine

Contact Us