Wealth Management
Considered portfolios for multi-generational horizons
Discretionary and advisory mandates constructed around each family's objectives, risk tolerance and succession plans.
Capabilities
Mandates designed around objectives, not products
Portfolio construction
Allocation across cash, equities, bonds, precious metals and alternative assets.
Allocation reporting
A portfolio overview with allocation charts and valuations by category.
Risk profiling
Financial profile, experience and objectives captured during onboarding and reviewed periodically.
Consolidated view
Cash and investment positions presented alongside custody holdings.
Periodic review
Structured reviews with documented rationale and clear reporting.
Advisory access
Direct access to the relationship team through the secure message centre.
Approach
Mandates are built from the family's objectives, liquidity requirements and tolerance for volatility, then documented so the rationale survives changes in generation and adviser.
Valuations are presented as indicative reference figures alongside the underlying ledger positions.