Liquid markets advisory
Advice on building and adjusting a liquid portfolio. We look at the whole portfolio at once, then at each part of it.
- Global equities
- Developed and emerging markets, including Hong Kong and Korea.
- Digital assets
- Position sizing and custody considerations for crypto alongside a traditional portfolio.
- Fixed income and rates
- Duration, credit and currency, and how rates feed through to every other holding.
- Commodities
- Gold, silver and other commodities as part of the wider portfolio.
Wealth structuring
How your wealth is held and built, from a first portfolio to a structure that can carry a family.
- Portfolio construction
- Building a portfolio from the ground up, or reorganising one assembled over many years.
- Company set-up
- Setting up the company that holds or operates your assets, and how it fits the rest of your structure.
- Holding structures
- Which structure holds which assets, and how that serves succession.
Family governance
A framework for how a family decides about shared wealth, and how those decisions pass to the next generation.
- Decision rights
- Who decides what, and how disagreements are settled.
- The next generation
- Preparing heirs to take part in decisions before they inherit them.
Business owners and executives
For founders and senior executives whose wealth sits largely in one company.
- Concentration
- Reducing reliance on a single company over time.
- Liquidity events
- Planning before a sale, listing or vesting date, and investing the proceeds afterwards.
