In seeking to appropriately serve the needs of a family-of-wealth, we understand that it is paramount to provide an independent and tailored proposition, within an environment of professional, expert and caring service – we call this ‘wealthcare’.
Our intention is to remain a small dedicated firm which seeks to implement and sustain a ‘private investment office’ environment for a limited number of families-of-wealth with whom we enjoy interacting.
- In delivering our services, we seek to:
- deliver a differentiated service
- leverage off our extensive investment expertise and unique global associations
- position ourselves as the objective and independent ‘trusted advisor’
- align ourselves as co-investment partners in most cases
- employ highly experienced, professional staff
- outsource non-core competencies and peripheral activities
- charge fairly, transparently and appropriately for our services
