We offer a blend of highly experienced investment bankers, risk managers and digital reporting to change the landscape of traditional wealth management. Our objective is to deliver best in class services and create meaningful relationships with our clients.
Our in house tax team and hedge fund will support our clients with risk management, asset allocation, return attribution and structuring for both onshore and off shore investors.
Additionally our joint venture with SCS Financial of Boston ($27bn AUM) will provide access to the US markets and help support our clients with bespoke solutions.
and services to HNW clients and family offices"