Investment consulting
Bring your existing assets, business interests and commitments into one picture. Define objectives, constraints and the decisions that deserve attention.
Our expertise / 01
Investment consulting & portfolios
Your strategy. Your portfolio. A continuing relationship.
Investment consulting from the first strategic question to portfolio construction and ongoing oversight. A clear direction for your capital, built around your family.
Your strategy. Your portfolio. A continuing relationship.
An investment strategy should begin with your objectives, time horizon, liquidity needs and attitude to risk. We turn those priorities into a practical investment brief and a framework for evaluating decisions.
We help design and build a portfolio across relevant asset classes, geographies and currencies, coordinate opportunity assessment and organise its continuing management. Consolidated reporting, manager coordination and regular reviews keep the portfolio connected to your objectives. Execution and any regulated discretionary management sit with appropriately appointed professionals under an agreed mandate.
A considered scope of support
From intention to action.
Strategy & allocation
Develop an investment policy, time horizons and a target allocation, with explicit assumptions about liquidity, concentration and risk.
Portfolio construction
Assess the role of each asset and opportunity, coordinate due diligence and plan how the portfolio is formed and implemented with appointed providers.
Ongoing portfolio management
Coordinate managers, consolidate reporting and review performance, allocation, fees and changing family needs. Bring rebalancing proposals and next steps into a regular review process.
The service in practice
From separate assets to a coherent portfolio.
A family may hold cash with several banks, shares, business interests and private investments, each arranged at a different time. The first task is to understand how they work together: concentrations, liquidity, currencies, commitments and the purpose of each holding.
We help turn that inventory into an investment policy and an implementation sequence. New opportunities are assessed against the same brief. Ongoing reviews connect portfolio reporting with decisions about funding, allocation, managers and the family’s changing priorities.
Where it can help
Start with your situation.
Illustrative scenarios for the proposed service.
After a business sale
A new pool of capital needs a purpose and a timetable. We help separate near-term commitments from longer-term objectives, organise the adviser brief and plan how decisions are staged, with assumptions and responsibilities recorded.
A portfolio across providers
Several banks and managers can mean several views of the same family’s wealth. We coordinate a consolidated overview of holdings, exposures, fees and reporting so the family can assess the whole position and ask better questions.
A change in family priorities
A relocation, new business commitment or transition between generations can change what the portfolio needs to provide. We revisit the investment brief, coordinate the relevant specialists and bring proposed adjustments into a considered review.
A practical working relationship
What you receive.
Investment policy
Objectives, time horizons, liquidity needs, risk constraints and decision responsibilities captured in a shared working brief.
Portfolio roadmap
A proposed allocation and implementation sequence, with due-diligence questions, provider roles and outstanding decisions made visible.
Ongoing review pack
A consolidated portfolio view, progress against objectives and an action list for discussions with appointed investment professionals.
A clearer starting point
Your questions.
Can you work with my existing banks and managers?
Yes. The coordination model can include your existing providers. We agree what information is available, who is responsible for each mandate and how reporting and reviews should come together.
Does the work continue after the portfolio is formed?
The proposed ongoing scope includes manager coordination, consolidated reporting, periodic reviews and rebalancing discussions. The frequency and responsibilities are agreed at the outset and revisited when circumstances change.
Who makes and executes investment decisions?
The family’s decision rights and any delegated authority must be explicit. Execution and regulated discretionary management are handled by appropriately appointed professionals under their own agreed mandates.
A personal conversation
Let’s connect
your world.
Start with what matters to you. We’ll take it from there.