Back to Top

Our Clients

We currently have in excess of US$1.06 billion assets under management on behalf of our clients who include:

  • Professional Intermediaries
  • Accountants, Financial Advisors and Solicitors
  • Retired Individuals
  • Senior Executives
  • Senior Investment Bankers
  • Small Pension Funds and SIPP’s
  • Charities and Charitable Foundations
  • Entrepreneurs and Financiers
  • Hedge Fund Managers
  • Private Retail Investors
  • Private Equity Partners

By abiding by our core principles, we have established and maintained long lasting and mutually beneficial relationships with our clients which has provided a spring board for future growth.

At the end of 2016, we conducted our last customer satisfaction survey. Over 96% of our clients stated that they would happily recommend us to business associates, family and friends.

If you have any further questions or simply want to talk to one of our advisors regarding our services, please give us a call and speak to a member of our team. Alternatively, you can email us with your questions and we will respond within 24 hours.