We are a private, independent and global multi-family office, partnering high net worth families who require a trusted advisor that appreciates and understands the intricacies faced in preserving inter-generational wealth and legacy. Our significant experience in this area enables us to jointly create bespoke solutions that meet these often-complex requirements.

To provide a holistic wealth management service, we manage the process of ensuring that suitable tax compliant and estate planning structures are established. Given multi-jurisdictional complexities, we actively engage with leading global tax and fiduciary providers in this regard. Once created, we then focus on protecting and steadily compounding capital by identifying attractive opportunities while successfully guarding against ever present risks.

Our relentless pursuit of capital preservation is achieved through the careful construction of bespoke global risk-balanced multi-asset and specialist portfolios that cover private and listed capital markets. We do not time markets nor gamble with our investors’ money and are willing to patiently pass on the latest mania or hype. We invest alongside our investors, applying the same dedicated process to their portfolios as we do to our own.

To remain true to our values, we guard our independence, think and act globally and offer full transparency and clear reporting. Given the proactive and in-depth approach, we have chosen to limit the number of families we partner with and whose confidentiality we always uphold. Our most important stakeholders are our investors, who view us as the natural extension of their family office.

We continue to reinvest in the quality of our team who are experienced investment specialists spanning listed and private capital markets. Based in the United Kingdom and South Africa, we are bound by a common philosophy and set of values. We provide clarity in a cluttered world and will never choose growth at the cost of our integrity.