Every relationship is unique.
Whether it is one portfolio or a family’s entire wealth, clients speak directly with the people who manage it, and everything is shaped around their situation.
Who we serve
Private clients
A portfolio of their own, managed with discretion and continuity: the same people, year after year.
Entrepreneurs and founders
Before or after a sale, the business was the main asset. We help turn liquidity into a portfolio, with the same discipline that built the company.
Multi-generation families
Shared assets and different expectations. We keep one view of the family’s wealth, and explain it to each generation in its own terms.
International families
Banks in several countries, holdings in several currencies. We bring them into one consolidated view, and one conversation.
Trustees and family offices
For trust companies and other family offices, we can act as investment manager, with the reporting and controls a fiduciary needs.
Foundations
A purpose that outlasts any market cycle, and a board to answer to. We invest within the policy the board sets, and report in terms it can review and approve.
We choose each other.
No shareholder asks us to grow, and no sales target sets our pace. We take on a small number of new relationships each year, and only where we believe we can be genuinely useful and the understanding is mutual.
When the fit is not there, we say so, and where we can, we suggest who might be better placed.
Moments we know well
The sale of the family business
The liquidity arrives at once. The decisions that follow deserve time, and a plan.
A banker leaves
Nothing is lost. We brief the new banker, so the family never has to start again.
Too many banks
Overlapping mandates, duplicated positions, fees nobody has compared. We bring them into one view.
A succession, and the next generation
Wealth often passes first to a spouse, then to the children. We know the whole family beforehand, and introduce each heir to the portfolio, the banks and the reasoning behind every decision. Succession and wealth transfer →
A property or a private deal to assess
We review the opportunity with the family, and coordinate the specialists it needs.
A move to another country
Banks, structures and reporting have to follow. We coordinate with the family’s advisers on each side.