Bespoke Reports
We specialise in understanding the needs of our clients and can provide reporting to stakeholders, individuals, boards, trustees, oversight bodies, senior family members.
Reports can be regular or ad hoc, some examples:
- Investment performance reports
- Money manager analysis
- Marketplace analysis
- Service provider reviews
- Jurisdictional analysis
- Fee comparison
Financial Concierge
The global financial marketplace is often difficult to navigate to achieve financial aims. We offer a bespoke and human led financial concierge service to support our clients in obtaining the services they need. Supporting account opening to providing financial education to the next generation, from facilitating the investment manager selection to completing administrative tasks associated with the client's wealth. We have experience and knowledge to do the heavy lifting so our client can save time.
Predominantly for HNW and UHNW private clients we can support you on your financial journey.
Private Market Analysis
Leaning on decades of market experience we can provide deep insight to family offices and multi-family offices considering a wide range of private market investments across the complete product range.
We have experience in primary and secondary markets including Equity, Debt, Convertibles, Warrants, Structured Product and can provide impartial consulting views to aid the decision making process.
Analysis is conducted under a consultancy services agreement and does not include regulated financial advice.
Our Services
To find out more about how our services can empower your financial journey and support insightful decision making, please make contact.
