Private Wealth
For principal households who want a named desk rather than a product shelf.
- Discretionary portfolios authored line by line
- Wealth structuring and succession counsel
- One partner of record across the household
08Relationship tracks
How an introduction usually begins.
Private Wealth, Banking Stewardship and Enterprise Counsel - described plainly, without published prices. Choose the track that fits, then write when you are ready.
The mandate desk
Stewardship
Enterprise01Relationship tracks
Read before the numbers.
This page frames how an introduction usually begins - relationship tracks first, then soft illustrative ranges. Nothing here is an offer, a forecast, or personal advice.
What this page is
A quiet frame
Rounded language for long-horizon stewardship conversations. Use it to understand tone and shape - then write when you are ready for a named desk.
What this page is not
Not a promise
Not targets. Not guarantees. Not published prices. Past patterns are not future results; outcomes vary with markets, structure and time.
02In approximate terms
Figures spoken softly.
When households ask what patience has looked like historically, we answer with ranges - never targets, never guarantees.
Illustrative
Mid single digits
Rounded annualised ranges sometimes discussed for long-horizon stewardship mandates in calm markets.
Approximate
Low teens
Multi-year bands occasionally referenced in private credit conversations - contingent, variable, never promised.
A relationship
One named desk
What households often value most: a single partner who answers across years of quiet correspondence.
Past patterns are not future results. Outcomes vary with markets, structure and time.
Investment Stewardship
Prefer closer investment accompaniment than a purely scaled desk? Leave a short note - Area of Interest defaults to Investments.
03Relationship tracks
How an introduction usually begins.
Three relationship tracks - described without prices. Terms are arranged privately after introduction and confirmed in writing.
Banking Stewardship
For families who measure continuity in generations, not quarters.
- Stewardship deposits entered as a relationship
- Custody and quieter day-to-day banking
- Correspondence held in confidence by one desk
Enterprise Counsel
For founders and closely-held companies still bearing their family names.
- Liquidity, treasury and transactional counsel
- M&A and pre- / post-liquidity planning
- A single partner beside the enterprise itself
Leave a request
Every relationship begins with a conversation, not an application. Share a few details when you are ready - there is no urgency on our side - and the office of the Managing Partner will correspond in confidence.
1897YearChartered
26DisciplinesAcross the house
24HoursTypical first reply