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Integrated wealth management

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We provide an unusually broad perspective to wealth management by bringing together three core sets of skills – those of the financial planner, the investment manager and the tax expert. This means that you benefit from having three ‘pairs of eyes’ looking at your family’s wealth when formulating an overarching financial strategy.

Our services are tailor-made to reflect your family’s objectives, needs and aspirations. Working with your existing advisers, we can act as the focal point for your family’s financial requirements and provide all the support and guidance needed to help protect, grow and, when appropriate, transfer assets. In effect, we can act as your ‘family finance director’ – coordinating all of the family’s financial needs.


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