We take a holistic approach to analysing clients’ holdings, aiming to capture a complete picture of their investments. Once we have identified the risks, we can provide a range of tailored asset and liability-based solutions in accordance with your risk tolerance and goals.

We can assist entrepreneurs with managing concentrated exposure in specific investments by recommending, and implementing, appropriate strategies. This can range from analysing various hedging tactics, as well as using concentrated positions as collateral for diversification purposes.

Philanthropy is a key consideration for many of our clients who wish to have a meaningful impact in their community. The difficulty can be in determining where best to start. We help outline objectives, identify and establish the most appropriate structure to achieve your goals, and help devise a set of criteria to measure results.

Family-owned companies are, oftentimes, our clients’ largest asset. Whilst it can also be the most important contributor to their overall wealth, it can leave families heavily exposed to a particular sector. We work with entrepreneurs and families to mitigate risks posed by concentrated positions. Any proposed solution would include an analysis of your liquid assets to ensure sufficient diversification and assess appropriate hedging strategies.

Investment Office

"Your

most

valuable

asset?

Time"

"Your

most

valuable

asset?

Time"