The firm
Our approach
The attention of a boutique private bank, for an exclusive group of private clients and family offices.
Your investment mandate is built on what you expect from your wealth and how much risk you are prepared to take.
Your mandate
We write these down with you before we recommend anything, and every recommendation after that is measured against them. For families and business owners, the mandate also covers how the wealth is held and who decides what. When your circumstances change, the mandate changes with them.
Every mandate is advisory. We recommend, and you decide what is done.
- Objectives
- What the money is for: income, growth, a purchase you are planning, or capital for the next generation.
- Time horizon
- When you will need it, and how much has to stay easy to reach in the meantime.
- Risk tolerance
- The largest fall in value you could accept without wanting to change course.
- Constraints
- Currencies, jurisdictions, holdings you do not want to sell, and anything else the portfolio has to respect.
A small number of clients
We work with private clients and family offices holding USD 1 million or more in investable assets, and we keep the list short on purpose. That is what allows the attention of a boutique private bank, without being one: your assets stay with your banks and custodians, and we give every client the time their affairs deserve.
What you can expect
- The whole picture
- We look at every account, custodian and structure you hold, not only the part we advise on.
- Direct access
- You speak to the people who advise you, and they know your affairs in detail.
- Everything in writing
- Each recommendation comes with its reasoning and its sources, so you and your other advisers can check it.
- Your other advisers
- We work alongside your lawyers, accountants and banks so that the advice fits together.
- Discretion
- We do not disclose client identities, asset levels or engagement details without your written consent.
Working together
An introductory conversation
We learn what you hold, where it is held and what you want it to do.
Your mandate and our recommendations
We agree your mandate in writing, then set out how we would build the portfolio and the structure around it.
Ongoing advice
We keep the portfolio under review against your mandate, and come back to you when markets or your circumstances call for a change.
Research
Our weekly roundup covers global equities, rates, digital assets and commodities. Our insights take one topic at a time in more depth. Both come from the same work our advice rests on.
Request an introduction
Tell us about your situation and we will arrange a first conversation.
Request an introduction