We are a multi-family office & investment management firm. Our team is comprised of people with experience in many disciplines of finance, providing a commitment to ethics and integrity. Our Services Investment Portfolios We start by asking about your long-term goals and objectives and compare them to your current asset allocation. Then we analyse your attitude to risk. We construct and implement an asset allocation plan with you using all the asset classes and with your preferred bank providing the account. Private Equity We advise on, co-manage and administer several billion dollars of private equity investments on behalf of our clients. Our investment universe is multi-sectoral and we are regularly able to offer investment opportunities to clients in club deals and co-investments. Multi-Family Office We support HNWI and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. Lending Solutions We have a Lending Solutions desk, which is dedicated to helping clients borrow in a cost-effective and efficient way. We work with a panel of over 50 lenders, including commercial and private banks, lending funds, family offices and specialised lenders for bridge finance, property deals, yacht and jet finance, amongst other types of loans. Trusts Privacy and ongoing confidentiality are very important for wealth protection and the security of our clients. We select and recommend trustees according the needs and geography of our clients. We advise clients on the benefits and costs of the proposed trust solutions and act as an independent advisor on a constant basis. We regularly act on behalf of clients providing corporate holding vehicles.
We are a multi-family office & investment management firm. Our team is comprised of people with experience in many disciplines of finance, providing a commitment to ethics and integrity. Our Services Investment Portfolios We start by asking about your long-term goals and objectives and compare them to your current asset allocation. Then we analyse your attitude to risk. We construct and implement an asset allocation plan with you using all the asset classes and with your preferred bank providing the account. Private Equity We advise on, co-manage and administer several billion dollars of private equity investments on behalf of our clients. Our investment universe is multi-sectoral and we are regularly able to offer investment opportunities to clients in club deals and co-investments. Multi-Family Office We support HNWI and their families in managing, protecting and growing their wealth. We offer a family office service to our clients with round the clock banking support and advice to ensure that daily banking needs are met. Lending Solutions We have a Lending Solutions desk, which is dedicated to helping clients borrow in a cost-effective and efficient way. We work with a panel of over 50 lenders, including commercial and private banks, lending funds, family offices and specialised lenders for bridge finance, property deals, yacht and jet finance, amongst other types of loans. Trusts Privacy and ongoing confidentiality are very important for wealth protection and the security of our clients. We select and recommend trustees according the needs and geography of our clients. We advise clients on the benefits and costs of the proposed trust solutions and act as an independent advisor on a constant basis. We regularly act on behalf of clients providing corporate holding vehicles.