Private Client Overview

We have a global client base with particular focus and expertise on UK connected clients and the Middle East, including second generational family wealth and entrepreneurs, holding a wide range of asset classes. We view the relationships with our clients for the long term and are committed to ensure appropriate stewardship and protection of family wealth over generations.

Partner and director led teams deal directly with clients. We are further supported by in-house experts covering areas such as UK and Jersey tax and have good investment manager selection and monitoring capabilities. We also benefit from in-house developed computer applications which aid in our efficient delivery of clients’ requirements and provide the flexibility to make necessary improvement.

We pride ourselves on our independent partnership ownership structure which we believe allows us to provide a bespoke service, yet we have the scale to adapt and respond quickly to regulatory or compliance requirements. Our ability to make and implement effective and timely decisions regarding the business allows us to ensure we continue to provide a superior level of service.