We are independent and unique in that we provide a full service across all asset classes without being tied to, or influenced by, any bank or provider.

Our Mission

We aim to fulfil a need for a fully rounded approach to managing wealth. We are able to develop and manage solutions for Family Offices and Trusts as well as Professional Investors. We have no bias towards equities, fixed income, commodities or property. Instead, we evaluate and invest in them all according to their merits and their suitability for the investor's needs.

Why Come to us?

Professionals, HNW and UHNW Individuals, Families and Entities have a range of options for how they consume Investment Management and Advisory Services.

For the most part, that entails using an Investment Bank and being serviced by an unremarkable account executive with little experience, whose sole mission is to sell you the Bank’s off-the-shelf products - for a sizeable and often opaque fee.

Alternatively, you can do it all by yourself, in your spare time, and most likely the best you’ll achieve is tracking the broad market. This isn’t to put you off from doing it. Maybe that is fine for your needs. It’s certainly cheaper than taking advice in the very short term. But can you compete with people that have been doing it full-time, for 20,30,40 years?

Notwithstanding the above, if you think you might benefit from (i) having direct access to the CIO and his team and (ii) having a truly customized portfolio management and advisory service which matches your investment needs and generational plans - and (iii) really personalized attention - then you might consider getting in touch with us.

What We Can Do

International Investment Business is Authorised & Regulated by the Financial Services Commission