Our People and Culture


We care about our clients’ success as much as they do and we take a long-term view with each of our clients, building a partnership with them as their trusted, independent Wealth Preservation providers and advisors.

With management level leading every assignment from start to finish, our clients benefit from our vast of experience and in-depth expertise. We continually invest in and renew the intellectual capital needed to advise on some of the most complex and transformational assignments in today’s turbulent financial world.

We maintain a strong sense of partnership and teamwork at all levels of the Group and between our offices around the globe. We encourage our people to build an understanding of the broader picture and, in doing so, appreciate the wider perspective of our clients and their stakeholders.

Our people come from diverse backgrounds. This is deliberate as it provides differing views and perspectives and a more rounded approach to decision-making, both in regard to investment and management matters. We actively encourage our team members to challenge each others’ views and put forward their ideas with confidence.