Specialist expertise

We are experts in many areas, with individuals and families trusting our expertise for generations.

Managing investments on behalf of a wide range of pension schemes across the United Kingdom.

Individuals making a minimum investment over a set period of time may be eligible for a British visa.

Guiding deputies through the intricate legal processes involved and creating tailored investment portfolios.

Construct a portfolio based on your social, ethical and environmental priorities, screening out companies to avoid.

Moving money to an offshore jurisdiction to have access to diverse types of investments.

We have been trusted by our clients for over 240 years. Today we help over 40,000 clients with their financial goals.

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Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement – City of London Wealth Management Awards 2016