Move To Us
If you like what you see on this website, we'd love you to become our client, and give us the chance to delight you with our service and performance.
Whether you consider yourself a small-time saver, or a professional billionaire investor, our 15,000 clients in 92 countries worldwide are testament to our commitment to put you, our client, as our priority - not simply the numbers under your name.
With licenses and authorisations from all the major international investment and insurance companies, as well as a lot of the minor ones, you'll be able to switch the management and/or servicing of your financial products to us with the confidence that you're in good hands.
Compared to Private Banks (larger than us), we're able to offer the same quality of investment management, yet access a wider range of products and services as we remain fully independent, and our fees are cheaper too!
Compared to Independent Financial Advisory firms (smaller than us), we're able to offer a much wider range of products and services, at a similar cost, backed by a huge team of investment professionals who make the majority of the investment allocation decisions and a legal team which weeds out the ones which could go badly wrong. That leaves our frontline staff to focus on you, not the markets.
In essence, we believe that switching to us will give you the following key benefits:
* Improved investment performance
* Reduced investment risk
* Higher quality reporting
* Better service
To find out more about the way we manage investment portfolios, please click here.
To arrange to have a chat with one of our staff, please contact us - at no cost, and with no obligation. You'll be glad you did!