Our business was founded on the notion of open collaboration. It is an unwavering belief in the power of partnership and an inclusive and accessible approach to our work that drives us, and has attracted a network of like-minded firms.
The only wealth management business to offer a ‘collective’ approach, we operate as a group, consulting across multiple disciplines and integrating digitally to work together.
This is our definition of collaborative.
Although modern in our thinking, we value past learnings, taking time to cherry-pick experience and insights that add value in today’s marketplace. We care about our clients and the work we do together; we don’t believe that ‘one size fits all’ and tailor our service around the needs of the individual.
We understand that appointing a business or advisor to manage your wealth is a big decision, and one that requires peace of mind. This is our ambition – to be your peace of mind, so you can focus on the other important matters.
Listening is important to us and we value what our clients think. Over the past 2 to 3 years, we have welcomed some hugely positive feedback; clients value our pioneering way of working and say that in receiving the support of sophisticated advisors with a modern approach, they feel like they are amongst allies.
But, we would never rest on our laurels. We are passionate about constantly evolving how we do things to improve our business. Our digital communications platform is a key part of this. It enables multiple family users and advisors to work collaboratively with discretion and without compromising privacy.