Wealth

A safe pair of hands to protect your wealth and elevate your future.

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Preserving capital, safeguarding assets, planning for future life events, estate planning, protecting income for future generations…we carefully devise the solutions that meet your needs.

Preserving and monitoring your capital, providing an income stream for future generations and safeguarding your assets – if you are an entrepreneur, high net worth individual (HNWI) or family office, these are just some of the complexities you’re likely navigating on a daily basis.

We have been working with private clients for decades, providing that all-important strategic oversight of a nuanced big-picture. When it comes to private and family wealth, we know that the challenges you face are both highly technical and deeply personal in nature, which means you need a partner you can trust to appreciate both.

Our Private Client Team

1 of 1
Group
Group Head of Commercial
Zürich
Country Head of Switzerland & Liechtenstein
Jersey, Channel Islands
Head of Active Wealth
Guernsey, Channel Islands
Director, Active Wealth
Group
Regional Head of UK
Singapore
Co-Regional Head of Asia
Hong Kong
Senior Adviser, Trust Services
Miami
Head of Active Wealth, Americas
Hong Kong
Co-Regional Head of Asia
Manchester
Director, Head of Business Development
Manchester
Business & Relationship Manager

Through tailored planning and in close partnership with relevant and renowned advisors, we facilitate streamlined corporate, fund and private wealth services to the same client, at the same time, under the same umbrella.

Embracing traditional family wealth solutions but also providing the full array of global services that span all our areas of expertise. With all these avenues aligned, we’re able to carefully devise the solutions that meet your needs for today, whilst achieving your ambitions for tomorrow.

30+
Years working with high net worth individuals, families and advisors
150+
Years collective experience across the senior management team
7,500+
High net worth individuals and families
30+
Offices worldwide
17
Jurisdictions