We were introduced by a longstanding client to a friend who had sold her business and was getting used to the changes that this brings. Our understanding and experience of helping others like her, as well as the recommendation from our client, meant that we quickly formed a relationship where our opinion and advice was of real value.
The only immediate decision we made together was to ensure that the cash received on sale was sensibly managed as it became clear very quickly that this was what kept the client awake at night.
From here, our relationship has developed over time to a position where we invest across a number of asset classes and provide a return which supports the lifestyle which she had worked so hard to create for her and her family.
As our client’s confidence in us has grown over time, our relationship has developed to work together on more meaningful issues such as the charities she so passionately supports. We recently took part in a cycling event to help raise funds and much needed awareness for these charities.
We can help you to administer your global wealth; from managing your investments to setting a cross-border strategy for your current and future generations or investing for a social impact. Whatever your needs we will work with you to find a solution, call us on +44 (0)20 7298 6060.