Wealth Consulting
New Opportunities

Truly independent investment and wealth advice

Constantly finding new opportunities for clients

Committed to sourcing, analysing and structuring

Transparent and fully aligned to clients

30yrs+ experience in asset management

Expertise across private, family and institutional clients

About

“The person that turns over the most rocks wins the game…”

“Know what you own, and why you own it.”

– Peter Lynch

Services

  • Access to private equity and direct investments, working with the most recognized partners in the world

  • Long term performance is driven by partner selection and asset allocation – not asset selection

  • We provide strategic advice on consolidated portfolios without the bias of fees and sales targets

  • We identify and recommend investment strategies and how best to exploit them. You then decide with our help

  • Wealth management by tried and tested experts… Tailored individually, not some generic factory process