Whether you’re growing your assets, preparing for retirement, or diversifying internationally, our team helps you navigate complex financial decisions with confidence, clarity, and cross-border expertise.
Our Wealth & Investment Advisory services are designed for internationally mobile clients who need more than standard investment advice. From globally managed portfolios to alternative investments, pensions, and savings strategies, we provide a clear roadmap tailored to your goals. Wherever you reside, and wherever you may go next, we’re here to hold your hand.
Our portfolio solutions are built for performance, risk control, and long-term alignment with your global lifestyle. We partner with top-tier asset managers who deliver discretionary and model-based strategies across diverse asset classes to deliver actively managed, goal-based investment solutions.
Globally diversified, risk-profiled strategies focused on capital preservation and growth, managed by Momentum Global Investment Management.
An Australian-based specialist investment adviser with over 20 years of experience in global and Asia-Pacific markets. They leverage their expertise in portfolio research, construction, and management to deliver superior risk-adjusted returns for our clients.
A boutique Swiss DFM with a strong track record in downside protection, macro positioning, and global tactical allocation.
We support a range of external model portfolios on international platforms and life companies, offering flexible, modular exposure to equities, fixed income, alternatives, and ESG.
Looking for income strategies? Explore retirement savings and pension solutions.
Thanks to key stakeholders we’re able to provide direct access to funds typically reserved for institutions or private banks. Carefully selected for performance, diversification, and global relevance.
Our open-architecture approach means we can source and deliver bespoke fund solutions across asset classes, regions, and themes. Our access is granted through Newport Distribution if you would like to find out more, check out their site.
Interested in alternative strategies? View our Hedge Fund & Private Credit range
A systematic, trend-following strategy offering double-digit uncorrelated returns. Regulated, liquid, and highly diversified across 21 global managed futures markets.
A next-generation equity strategy driven by machine learning and artificial intelligence, offering smart beta-style exposure with a modern edge.
Uncorrelated. High-conviction. High impact.
Go beyond equities and bonds. We help clients diversify beyond traditional assets with a curated selection of alternatives designed to enhance long-term returns and reduce portfolio volatility.
Liquid alternatives with active risk management.
A derivative product offering fixed income return strategies with capital protection features.
Yield-generating, collateral-backed lending opportunities.
Our carefully vetted alternative assets complement traditional portfolios and provide differentiated returns. If you think your portfolio could benefit from alternatives then reach out here
Explore how these tie into trust structures and wealth preservation in our Portfolio Structuring section
Our carefully vetted alternative assets complement traditional portfolios and provide differentiated returns.
In association with our partners SVN Capital Asia, we’re able to offer secure solutions for alternative physical assets with bespoke custody management.
Own a stake in multi-million-dollar masterpieces by icons like Warhol, Basquiat, Kusama, and Banksy, without the seven-figure price tag.
Through our exclusive UK gallery partner, we offer access to blue-chip contemporary art via fractional ownership, making it easier to invest in pieces once reserved for elite collectors,
It’s a smart, accessible way to add cultural capital to your portfolio.
Fine wine has consistently outperformed equities over the past twenty years, offering a tangible and resilient store of wealth.
Its limited supply and growing global demand create a unique opportunity for long-term capital growth.
As part of a broader portfolio, fine wine serves as an effective tool for diversification and wealth preservation.
Whisky has quietly emerged as one of the top-performing alternative assets of the past decade, underpinned by limited supply and rising global demand.
Our specialist team offers access to rare Scotch whisky casks, typically reserved for direct bottling and rarely seen on the secondary market.
It’s a unique opportunity to invest in an asset that blends exclusivity, heritage, and long-term potential.
Helping you build, transfer, and protect your wealth for the future, wherever you are in the world.
Whether you’re consolidating pensions, transferring assets between jurisdictions, or saving for your children’s education, we help you make the most of your long-term planning options.
We cover:
For many expatriates, pensions and long-term savings are fragmented or neglected. We help you consolidate, transfer, and grow your assets while staying compliant with local laws. Let’s simplify your nest egg and simplify
Moving country soon? See our International Living Solutions for guidance on repatriation.
Ensure your wealth is protected, efficient, and flexible.
How you hold your assets can be just as important as what you invest in. We help clients ensure their portfolios are tax-aware, secure, and built for the future.
We assist with:
For effective wealth transfer and asset protection across generations.
Tax-efficient investment wrappers tailored to international clients.
Tax-favoured solutions to preserve and grow retirement wealth.
Structuring across UK, Labuan, UAE, Singapore and more.
We work alongside your lawyers and accountants to ensure alignment and legal integrity at all times.
Need support with insurance within trusts or offshore structures? Visit Insurance & Protection Planning.
Strategic introductions for qualifying clients “by referral only”
Through our global network, we can facilitate introductions to premier private banks and bespoke investment desks in London, Singapore, Zurich, and Dubai.
This may include:
Minimum requirements and onboarding due diligence apply.
Looking for clarity on your global investment strategy?