Wealth Management
Discretionary management, investment advice, real estate, Private Equity. We choose the products we would recommend to our own families.
Our approach
Entrust us with the active management of your portfolio. We make investment decisions according to your risk profile and market opportunities, with detailed monthly reporting.
Analysis of your wealth, personalised recommendations, tax optimisation (ISA, Pension, tax relief) - a clear roadmap for your objectives.
Selection of prime residential and commercial assets in the UK and internationally. Net yields between 3.5% and 6.2% depending on markets.
Access to exclusive unlisted investment funds. Growth capital, LBOs, co-investments alongside top-tier institutional funds.
Our method
A first confidential meeting with your dedicated advisor to understand your situation, objectives and investment horizon. Duration: 1h30.
We develop a bespoke asset allocation - equities, bonds, real estate, private equity, alternative assets - consistent with your tax situation and projects.
Deployment of the strategy by our managers: opening securities accounts, fund selection, real estate acquisition, PE vehicle subscription.
Detailed quarterly reporting, proactive rebalancing and annual strategy review to stay aligned with market developments and your life changes.
Sample allocation
Indicative allocation for a balanced wealth profile (adjustable according to your risk profile).
34 %
International equities
27 %
Bonds & fixed income
18 %
Real estate (REITs/direct)
14 %
Cash & money market
7 %
Crypto & Alternatives
Free, no obligation, with one of our experts. Take control of your financial future.
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