Private Wealth Management

As we have grown our family’s assets for over five generations, it is our pledge to do the same for yours.

Our philosophy

Private Wealth management is our sole vocation. We are product agnostic and act independently to source only the best-in-class investment opportunities.

A single-minded purpose: private wealth management

With 177 years of expertise focused purely on private banking, we endeavour to serve the needs of notable individuals and families. Single-minded in our duty to deliver peace of mind and assurance that your legacy will live on.

A single-minded purpose: private wealth management

Guided, measured and considered

Since our inception in 1844, we have been committed to managing clients’ assets in a simple, independent and transparent manner. All our portfolios are tailored to client values and are geared towards sustainable long term performance.

Guided, measured and considered

Commitment without question

We are in the business of relationship banking, not transaction banking. We believe that in order to build successful relationships with our clients, we need to understand their values and beliefs.

Commitment without question

Product agnostic & independent

We are product agnostic and act independently to source only the best-in-class investment opportunities. Like true artisans, our portfolios are tailor-made for each client. We believe in building sound diversified investment portfolios that increase in value over time, where risk is spread between asset classes, financial structures and instruments.

Product agnostic & independent

Since our inception in 1844, we have been committed to managing clients’ assets in a simple, independent and transparent manner.