About Us

If you want to learn more about us, you’re in the right place. Read to learn how we managed to grow our business so fast.

Ethos

We leave no stone unturned when looking for asset management talent, expertise and resources with our independence allowing us to identify the very best opportunities bar none.

Clients

We deliver a variety of private wealth and investment management services to mid and high net worth individuals and families. Every one of our clients is distinctive, having various backgrounds, diverse requirements, atypical concerns and unique targets.

Strategy

By working alongside active wealth managers, who are not limited by accepted benchmarks our clients are assured that they have the vanguard of proactively and diversified managed portfolios which are strategically diluted over a wide range of investment styles, risk profiles, asset classes and territories.

Our story

We are a dedicated provider of corporate advisory, wealth management and investment management services. Our team brings a wealth of experience, with strategic relationships with top financial institutions and asset managers globally. All aligned with a commitment to exceptional service. 

Our multi-disciplinary team works diligently with clients, their representatives and meticulously selected third parties to provide flawless, expert advice.

Our directors provide clients with a wealth of experience, strategic relationships with premier asset managers and financial institutions, with a commitment to exceptional service.

They lead a team of dedicated professionals that are central to every key client advisory and investment concern. 
Each client relationship is supervised by a director and all the directors take a hands-on involvement in advising clients.

History

Our clientele base covers Corporate, Institutional and Private. They are located predominantly in the European Economic Area (EEA) and Asia Pacific Region. We currently manage a portfolio of over €600 million euros. We take advantage of our established relationships with top-tier global asset managers to find the very best solutions; a proven track record of always out-performing peers and industry benchmarks through the continuous monitoring and redefinition of our investment selections.
By choosing us, you gain unabridged access to global asset management opportunities, while appreciating the benefits of the highest levels of service and true independence.

“Our asset management actions support stockbroking, fund management, bespoke and structured investments across alternative and traditional investment classes.”

Phillip Coutier
Close Menu