We run discretionary and advisory mandates for families and foundations across public and private markets. The starting point is never a product. It is an investment policy written for one family: its horizon, its commitments, its tolerance for loss.
The work
Each mandate begins with an investment policy statement agreed with the family: objectives, allocation bands, liquidity requirements, exclusions and the thresholds above which decisions return to the family or its trustees. The office then owns the implementation and answers for it.
The mechanics
We do not hold client assets. Custody sits with independent custodians in each family's own name, so the family's relationship with its assets never depends on its relationship with us.
Fees are flat or based on assets under advice. We take no commissions and no retrocessions; any that arise from third parties are credited back to the family in full.
Some families delegate fully within policy bands. Others want every material decision brought to them. Both work; the point is that the split is written down and honoured.
Allocation and manager decisions pass through the firm's investment committee, with rationale logged and a review date set. Families see the same papers the committee sees, on request.
