We provide consulting services to Trustees of Charities and family offices to ensure they are meeting their obligations and to assist them in ascertaining the effectiveness of their current investment management solutions. We can also assist with running a process to select new potential investment managers.

Co-Investment opportunities:

We provide access to targeted and thematic co-investment opportunities which arise through our research and analysis and our network of like-minded investors.

Custody and prime broker services:

Global custody and prime broker services are provided through who offer access to multiple global institutional custodians (not via private banks) via a single interface offering settlement, custody, execution, stock lending and hypothecation.

Capital introductions:

Via our network of family offices and institutional investors we typically assist our clients' capital raising requirements for their closely held businesses and projects which they are investors in themselves.