Our Approach

Home  >  About  >  Our Approach

Our intimate approach to financial design helps you purposefully build and implement a roadmap that lets your wealth work for you.



Quantifying wealth is difficult at the best of times, it is for this reason that traditional wealth management focuses on investing, saving, accumulating for the future, shielding you and your family from potential risks and making sure your estate plan is in order. All of these are definitely an integral part of it.

Our intimate approach to financial design helps you purposefully build and implement a roadmap that lets your wealth work for you. We offer a variety of flexible solutions deliberately and precisely addressing the complex financial and investment requirements of high-net-worth individuals, giving you the confidence necessary to live securely, fully, and purposefully.

The following processes are essential in helping us establish a clear direction for your financial future.

Stage 1

  • Establish a written financial profile based on your goals and objectives
  • Examine all of your financial concerns
  • Document your individual investment parameters
  • Identify your risk and volatility tolerances

Stage 2

  • Identify the most appropriate strategy capable of achieving your goals
  • Examine existing retirement planning arrangements
  • Propose several portfolio allocations covering multiple asset classes
  • Target specific investments within each asset class

Stage 3

  • Implement the agreed strategies
  • Involve your retained professionals as necessary (Lawyers, Bankers, Insurers etc.)
  • Acquire investments in line with approved investment plan
  • Prepare and distribute quarterly investment portfolio reports

Stage 4

  • Oversee all investments focusing on both market conditions and macro-economic outlook
  • Adjust asset allocation and weigh assets classes as required
  • Inform you of new investment opportunities as they arise

In this section...

Latest News

Moody’s strips US of top-notch triple-A credit rating

Agency warns of strains caused by rising government debt and a widening budget deficit

Continue Reading

Does Moody’s US downgrade matter?

What a one-notch cut means for the market, the banks, and the White House

Continue Reading

UK overtakes China as second-largest US Treasury holder

Fall in recorded Chinese holdings highlights Beijing’s push to diversify its reserves away from America

Continue Reading

What management theory tells us about Trump’s ‘team of rivals’

Elected for a second time on the promise of corporate-style government, the US president is already recasting his cabinet

Continue Reading

The ‘Taco’ factor has spurred markets higher

The notion that Trump Always Chickens Out on difficult policy resulted in a strange, shaky rally

Continue Reading