"A highly personalised approach"
Private customer: What we provide
We offer a truly integrated service that helps our customers maintain and grow their wealth. Over many years of wealth management, we have improved our approach. We are proud to be able to manage the complexities that are associated with wealth and success–in companies, residences, families and charities. Our objective is to be a trusted consultant and a reliable partner.
We have a unique understanding of the diverse needs of the ultra – high net worth individuals, through our own experience and long – term relations with our clients. Today, we advise, administer and operate in excess of 4 billion GBP (as at 31 December 2018).
Who we are
Management of family assets
We provide a truly integrated service to preserve and grow our customers’ wealth.
- Investment office
- Merchant banking
- Private equity investments
- Wealth analysis and review
- Lifestyle and concierge services
- Corporate and financial advisory
Protecting your family's future
Our customers entrust us with everything from family management, legal affairs and estate management to art and collection and philanthropic services.
- Private office
- Legal and tax advisory
- Structure management
- Reputation management
- Next generation mentoring and planning
Access to investments
Our investment solutions can also be accessed by customers. This can be done by means of a DHWA structure or an investment manager. A number of vehicles and structures are available to us.
- Direct investment funds
- Diverse managed accounts
- Co-investment and joint ventures
- Fixed Rate Bonds
- Ethical Investments