As Family Offices are sophisticated investors with well-organised structures, the primary role of our advisory service is to offer insights and opportunities that add value and enhance outcomes. Our commitment is to create wealth to help shape your future prosperity. Key to this is understanding the challenges you face in accessing and implementing innovative investment opportunities. The solutions we can provide are based on our in-depth knowledge of the Family Office sector combined with our wealth management capabilities, including specialist teams such as our Direct Investment Group. This breadth of expertise enables us to not only develop offerings in specific asset classes but to also tap into co-investment opportunities with other Family Offices and institutions. Through our trusted relationships, we have a proven track record of bringing like-minded members of our investor network together and facilitating collaborative ventures that are mutually beneficial to all parties.

Our focus is on solutions and outcomes. The first step always is to fully understand the specific structure and investment goals of your Family Office. Investments in asset classes are selected for consideration according to agreed parameters, while each idea or opportunity generated within our wider network is assessed on its individual merits and relevance to your objectives. The potential for any collaborative opportunity is evaluated and subjected to rigorous due diligence. Filtered opportunities are then introduced for review by compatible parties, and we provide advice and assistance with facilitation and deal flow, based on our best-in-class approach to ESG matters. Transparency is assured, with regular reporting that addresses required metrics and complies with all necessary obligations throughout the process.

You can be sure you will receive service and solutions that are second to none. Enshrined in our collegiate approach is the principle of sharing knowledge and ideas, not only within the firm but across our wider investor network. Your dedicated team has access to the skill sets of all our advisors, drawing on their considerable expertise in both local and global financial markets. These resources are complemented by our in-house technical and research capabilities, particularly our CIO team who provide strategic and tactical allocation advice on specific asset classes. They can select from the full global range of asset classes, including direct fixed income, alternatives, venture capital and equities. The CIO team is also responsible for fund manager selection and oversight. Also at hand are our specialist teams, such as the Direct Investment Group who curate direct fixed income portfolios and can identify and undertake due diligence on opportunities for institutional-quality direct private and public investments. Importantly too, the door can be opened to other Family Office groups and institutions. Collectively we can generate innovative ideas and collaborative ventures that will contribute to optimal investment performance over the long term.