Who We Are
We are a dedicated provider of corporate advisory, wealth management and investment management services. Our team brings a wealth of experience, with strategic relationships with top financial institutions and asset managers globally. All aligned with a commitment to exceptional service.
Our multi-disciplinary team works diligently with clients, their representatives and meticulously selected third parties to provide flawless, expert advice.
Our directors provide clients with a wealth of experience, strategic relationships with premier asset managers and financial institutions, with a commitment to exceptional service.
They lead a team of dedicated professionals that are central to every key client advisory and investment concern.
Each client relationship is supervised by a director and all the directors take a hands-on involvement in advising clients.
Our clientele base covers Corporate, Institutional and Private. They are located predominantly in the European Economic Area (EEA) and Asia Pacific Region. We currently manage a portfolio of over €600 million euros.