PRIVATE WEALTH MANAGEMENT
We work with HNW and UHNW individuals to provide an integrated wealth management solution which includes financial planning, tailored investment management and multi-currency reporting.
With offices in London and Barcelona, and a dedicated team who specialise in ex-pat Americans, we are perfectly positioned to provide a truly borderless wealth management solution.
The core of our expertise is managing investments for wealthy families. We build investment strategies that are designed to be resilient and help clients achieve their long-term financial goals.
Many of our clients are international, with finances, business interests, property and family across multiple countries. We provide clear comprehensive financial strategies and global reporting regardless of currency or location.
Our clients trust our team of wealth managers, portfolio managers and economists to manage more than $5.2 billion of discretionary assets on their behalf. We are regulated by the FCA (UK) the SEC (US) and the CNMV (Spain), ensuring that all our clients’ global investments follow a coherent and efficient strategy wherever they are based.
MULTI-GENERATIONAL WEALTH PLANNING
DISCRETIONARY INVESTMENT MANAGEMENT
COORDINATING LEGAL AND TAX ADVISORS
FAMILY BOARD MEETINGS
ACCESS TO CREDIT FACILITIES
PHILANTHROPY AND GRANTS
When we ask our clients why they joined us, they all make the same point, that we gave them the feeling that we understood them.
Managing wealth across borders can be complex but we believe in a truly borderless wealth management solution.
With teams dedicated to both international Americans and those based in Europe, we are perfectly positioned to provide you with the wealth management solutions you need, regardless of your location.
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