We are a team of entrepreneurs, consultants, investors, operators, dreamers & doers.
We complement each other and invest as a team.
This approach allows us to be flexibile and adaptable across various industries.
We’re there from the start, investing pre-seed or seed stage to support visionary founders.
We believe in ambitious founders who can see the next ‘big thing’.
We put founders first and support them at every stage of building great companies.
We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service.
We have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Our team of highly experienced senior wealth management professionals review risks to clients and the firm. Areas of risk we try to mitigate include portfolio management, operations, compliance and business management.
Our innovative in-house asset management will work with your advisor to build an investment model that matches your goals and values.
Our management consulting services focus on our clients' most critical issues and opportunities: strategy, operations, technology, advanced analytics, corporate finance and sustainability across all industries.
Our basic management style is one of long-term growth and value with an orientation with a minimum of volatility and transactional activity.