A comprehensive, turnkey business solution.
Why partner with us
We know from first-hand experience that the target-driven corporate mindset can all too often be the enemy of establishing productive and flexible long-term partnerships.
Our Wealth Advisers benefit from a competitive and financially attractive proposition, while enjoying the freedom to fully satisfy the needs and expectations of their clients, without conflicting sales targets or limiting propositions.
We provide market leading commercial terms to every Wealth Adviser that we invite to join us. This includes significant professional support, technology and superior resources together with a compelling exit strategy upon retirement.
Benefits
To our Wealth Advisers
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Explicit, uncapped share of all revenue
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Unequivocal client ownership
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Control over working hours, location and commercial objectives
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Aligned succession strategy for all clients
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Entrepreneurial business model
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Integrated Wealth Planning, Quant-led Investment Management, Multi-Family Office Custody and Private Banking services
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Build realisable capital value at retirement.
To clients
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A complete, integrated wealth planning and investment management proposition that is capable of fully meeting all of their financial needs and objectives
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No conflicting objectives such as sales targets or compromised products to push
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Other capabilities include corporate finance, private banking, institutional FX, HNW mortgage facilities, business consulting, M&A and 3rd party specialist tax, legal and actuarial services
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Wealth Advisers interests are aligned with their clients for the long term
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Truly independent and informed, objective advice at all times
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We only work with the best counterparties and specialist providers in the market, ensuring superior outcomes and value for money
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Digital on-boarding process and secure 24/7 online reporting with document repository.
It's in the DNA of everything we do
Our mark of excellence represents the fundamental values, know-how, expertise, technology and resources that are integral to what we do. Our group subsidiaries and joint venture partners all carry this logo to endorse their exclusive membership.