Our Vision

Our belief is you have one life, so live it!

The world never stops turning, and we believe our organisation should never stop growing and evolving to meet the ever changing needs of our clients. Our logical common-sense approach to managing your wealth gives you a life without financial worries.

We build close relationships with our clients and their families. We have developed our team specifically to give our clients full access to the skills needed to manage their financial affairs, to make their dreams come true.

We have also developed and grown – we now have a presence in Luxembourg, Switzerland, Spain, Egypt, Mexico, Brazil, and the Cayman Islands, as well as providing Marine Captains and Crew with the highest level of advice around the world.

Our key aims as a business

  1. Harness the international expertise within our organisation to our clients’ benefit. This knowledge allows us to successfully manage our clients’ wealth, and puts us in an excellent position to give the highest quality advice to our clients to maximise their wealth.
  2. We always strive to provide our clients with the highest quality advice available… anywhere.
  3. Demonstrate an immediate and deep understanding of individual clients and their needs, and build enduring professional relationships based on discretion, trust, and transparency.
  4. Seek innovative solutions to provide comprehensive financial plans that meet life goals within an acceptable level of risk.
  5. Partner with other professionals that share our values and commitment to technical and service excellence.
  6. Be market leading and continually strengthen our business, so clients can live their lives knowing their financial affairs are in safe hands.

core values

Our core values

  • Fair to clients
  • Great place to work
  • Professionalism
  • Excellence
  • Dynamism

 

Our community spirit

We encourage everyone that works for us to support their local communities and charities.

Make A Wish

We helped establish the Make a Wish Luxembourg branch.

Among the many activities undertaken by our colleagues for charity, our Managing Director, Paul Evans, swam from Alcatraz to San Francisco in August 2014, and raised €5,000.00 for the Ilula charity.

In 2011, Paul joined 80 cyclists to ride from London to Paris. Cycling 185km a day he raised £3,500 for Action Medical Research for Children.