Client Case studies

Our international client base covers an extensive range of types from high net worth private individuals through family offices, trusts, endowments, professional intermediaries, captive insurers and pension funds to government reserve funds and central banks. We believe this range of experience is a significant differentiator providing us access to alternative investment ideas, a larger range of discretionary fund managers and, through placing power, the ability to negotiate better fees.

The service is delivered in a way and at a level that is accessible to any client irrespective of their expertise. We have clients that range from no investment knowledge to those who are serious and successful investment professionals. We regard knowledge and skill transfer from us to our clients as being an important part of our service and process.

The quality of our service is reflected in the loyalty of our client base, their recognition of the complexity of our specialist advisory function and the need for this to be undertaken in a manner that adds value through incremental investment returns with risks and costs kept under control.