Our Group at a glance
Our services
In addition to our core activity of tax optimised wealth management, we have diversified our competencies and offering.
Our Tailored Approach
We measure our success by how little you have to worry about your wealth.
GEORGES DE PREUX
Whether you wish to safeguard your wealth for future generations or create returns to help achieve your dreams, we place your goals at the forefront of our efforts. A comprehensive understanding of your circumstances and objectives is important to us in establishing what success looks like for you. Our global reach and local expertise ensure our strategic approach will be tailored to your unique needs.
The Value We Add
With our extensive global network of custodian banks, we can efficiently manage your assets, implement the right investment strategies, and proactively address any future challenges that the ever-changing tax and regulatory environment may present. Our team of over eighty wealth management experts excel in conventional and alternative asset classes, and can offer access to our own unique niche funds.
We believe there is little value in offering the best wealth management strategies without ensuring the structure of your portfolio is also tax-efficient and suitable for your circumstances, allowing you to focus on your passions. We will tailor a bespoke investment portfolio and, if advisable, also consider structures such as trusts, insurance and corporate vehicles which can assist with tax optimisation, asset protection and succession planning.
