Individuals

Our commitment is to deliver a robust wealth management proposition and to continuously seek out new or design bespoke opportunities that meet our clients’ needs. Whilst striving to define and remain at the cutting edge of global best practice, our business ethos remains grounded in the strength of our relationships with our clients. Our target market includes young professionals, entrepreneurs and high net worth individuals.

Services include:

• Investment management and consulting
• Retirement planning
• Credit structuring and debt origination
• Fiduciary advice and services (wills, trusts etc)
• Tax advice
• Equity backed financing
• Puts and collars
• Insurance solutions