Clients Served

We manage capital on behalf of institutions across Europe, North America, and select other international markets.

Our institutional relationships are built on a shared understanding of fiduciary responsibility. We provide full access to the investment team, clear documentation of process, performance and reporting. Our Firm and process are aligned with institutional governance standards.

We work with private individuals, families, and their accountants, trustees, and advisors seeking to preserve and grow wealth over multiple generations.

Our private client relationships are bespoke, long-standing, and often involve tailored structures designed around estate, personal, or philanthropic goals.

While we are not a family office, many of our private clients value the reassurance that comes from investing alongside a well-established, experienced multi-generational family with historical roots — and appreciate our emphasis on transparency, discipline, and alignment.

We have long-standing experience managing assets for mission-aligned institutions, including UK charities, Swiss foundations, and North American endowments.

We work closely with trustees and their advisers to ensure portfolios meet total return and distribution objectives, while maintaining clear alignment with investment policy statements and governance frameworks.

We partner selectively with wealth management firms, independent advisers, and multi-family offices who wish to offer our strategies to their clients or integrate them selectively within their broader asset allocation.