Wealth Management

A tradition of service, designed for today

Our highly skilled Investment Management and Wealth Planning teams work closely with you to understand your objectives. Our customers tell us that they appreciate our unbiased approach and high level of personal service.

Annamaria Koerling

Head of Wealth Management, Annamaria Koerling, talks about how we meet you and your family's requirements and how we try to make the complicated simple. Click here to view video.

ESG Policy

In this report, we share research into the ESG policies of the fund managers with which we invest and outline our policies.

For our ESG Policy as set out in Q3 of 2016 please click here.

Other Services

Offshore Investment Management

Charity Services

Contact Us