What we stand for
Our values
Our guiding principles are discretion, humility and leading by example − values which are essential to how we operate and simply can’t be measured. We’ve strictly adhered to these principles since our founding in 1976, and they continue to guide us as we manage our clients’ assets through different phases. We are also independent, which in our view is both a necessity and a privilege. This allows us to focus on the needs and interests of each client every day, looking beyond standard products to find the right solution.
We also aim to be clear and transparent in how we operate.
Mission Statement
We help wealthy individuals and their families by providing a cross-generational framework that fosters cohesion and strength. As a result, our solutions are designed with the future in mind, and beyond the scope of the family’s current financial situation.
We never stop looking for the right solution, even if it’s unavailable or hard to find. In short, we adapt the market to our clients, not the other way around. Independence and continuity are at the core of our values-based way of working. We believe it’s as important to be determined and disciplined as it is to be decent and humble. We also see tolerance as a tool of the trade − and discretion and integrity the starting point.
As specialised generalists, we offer wealthy families, entrepreneurs, institutional investors and foundations a comprehensive service platform to navigate the financial markets.
It’s not just about understanding our clients’ financial needs, but our clients as people.
We’re a team of specialised generalists: experts who know how to think holistically, creatively and with your priorities in mind. We’re only satisfied once we have found a solution that works for you – and your goals and needs.