Who We Serve

High Net Worth and Ultra High
Net Worth Investors

• Partner with us to achieve your financial goals
• Build deep, multi-generational relationships based on a holistic strategy for exceptional results

Family Office

• Access a comprehensive structure to cost-effectively insource our services
• Make fully informed, strategic decisions with 24/7 access to our technology-based platform
• Benefit from timely, opportunistic investments facilitated by direct access to our team
• Enjoy superior administration, corporate actions and tax reporting

International

• Leverage our differentiated structure using our limited power of attorney for expert advice on International Pension Funds (IPFs) and offshore structures
• We can also assist SIV (Significant Investor Visa) clients through our strategic partnerships

Institutional

• Rely on our institutional grade investment philosophy and process, governed by our independent investment committee

Foundations and Not-for-Profit
Organisations

• Utilise our technology-based systems to ensure mandates are executed within strict investment guidelines
• Benefit from a differentiated structure that maximises after-cost performance

Environmental, Social,
Governance (ESG)

• We offer personalised ESG solutions, recognising that no two ESG strategies are alike