Private Clients
Helping you discover more with your time through bespoke wealth management

Some of the products listed on our website may not be available in certain regions due to regulatory reasons. Please contact our local offices to speak to a qualified financial advisor.
By continuing to the website I accept the cookie policy
Helping you discover more with your time through bespoke wealth management
Financial Planning
›Investment Advisory
›Succession
›Family Office
Private Banking
Personal Insurance
›General Insurance
›Real Estate Advisory
Citizenship & Residency
Collaborating with you to bring your vision to life
Unlock a variety of resources from our thought leaders, and come one step closer to your goals and aspirations.
The future of collaborative philanthropy in Asia
Saving vs investing: the cost of inaction
Unlocking the potential of private markets
Why succession planning is not just for the wealthy
The art of balancing risk and reward: multi-asset allocation funds explained
The importance of financial well-being for employee productivity
Is investing during a recession safe?
How long does $1 million last in retirement?
Your year-end wealth planning checklist for the holiday season
How you can make a positive impact with your investments
Four common threats affluent individuals face with their wealth
Investing in the shadow of a recession
Property vs the stock market: which is the better long-term investment?
Life after selling your business - what’s next?
Get your house in order: the UK’s Register of Overseas Entities and how it affects you
The case for staying invested in volatile markets
Is your pied-à-terre a worthwhile investment?
From da Vinci’s to NFTs – How art collectors are spending their wealth
Globaleye Group acquired by London Stock Exchange listed Asset Manager TEAM
Domicile and Residency - Two words with different meanings when it comes to tax
The reality of gifting and UK non-domicile estate planning
How business owners are being swayed to change by their HNW consumers
How corporate culture builds a company - or breaks it
Why behavioural finance says investing is 80% psychological
5 traits of our most successful clients
Is 2022 the year for ESG investing?
3 questions to ask yourself for your financial well-being in 2022
The case for alternative investments in your portfolio
How HNW families successfully transfer their wealth
Questions to ask as global citizen looking life insurance
6 reason why independent financial planning can be your legacy’s biggest risk
Taxes to consider when investing in UK property from overseas
Q1 2023 Market and Investment Outlook
Market recap and 2023 investment outlook
Time in the market vs. timing the market
Understanding Private Markets
5 Fundamentals to secure your family's future
Protecting your assets against all odds
Providing fairly for beneficiaries
Working collaboratively to mitigate tax liabilities
Bespoke business succession planning
Making an impact through sustainable investing
Tax planning for the affluent
Low-risk inheritance planning
Leveraging SIPPs for a better tomorrow
Key person protection for business continuity
Simplifying complex wealth liquidity planning
Protection from life’s unwelcome events with added investment, tax and estate planning benefits
Life is unpredictable, and, while illness and death may not be something you want to think about, it’s important that you do. As high-net-worth individuals you have much at stake and the risks of not being prepared are significantly high.
With suitable life and critical illness insurance cover, you can ensure that your wealth is protected in the face of loss of income, serious health issues, injury or death. The benefits can go beyond peace of mind. As well as protecting your legacy, the right policies bring attractive investment opportunities and tax advantages, within your own lifetime and for your heirs.
We partner with some of the leading insurance providers for high-net-worth families looking to protect their wealth and legacy, and we work with you to find the most suitable solutions for your family.
Securing a future for your loved ones with added benefits, such as tax-free income for you and inheritance tax mitigation for your heirs.
Reassurance that you and your family will be looked after financially if you face a serious or permanent health issue. Our solutions can provide single lump sum payments or more flexible income options to cover ongoing costs as you focus on yourself and your road to recovery.
Book a Discovery Call
For better web experience, please use the website in portrait mode