Our clients

Our clients typically appoint us to invest funds on their behalf, with a focus on capital preservation and long-term value creation.

Our private clients, whether individuals or families, have worked hard to accumulate their wealth, and although there is no average client, they tend to share a common goal – responsible stewardship of their wealth, for themselves, for future generations and the communities they support.

We serve a number of charities and foundations, who value our focus on wealth preservation and achieving long-term goals.

We are experienced at working with Trustees to design investment strategies that support their existing purpose and objectives.

For all types of clients, we believe strongly in collaboration without hierarchy. Every client has direct access to our entire team including our Chairman, Chief Executive and Chief Investment Officer.

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