At the core of our business is a dynamic and growing network of approximately 350 leading professional firms servicing the private wealth community. This equates to almost 1000 known individual advisers, typically at partner level. Our network includes private client and tax lawyers, accountants, sophisticated IFA’s, tax advisers, private banks, investment banks, family offices, and onshore and offshore trust companies.

Advisers within our network advise clients across a range of wealth from individuals earning a minimum of £250k pa through to some of the wealthiest families in the world. As such the tax and investment solutions we deliver have been identified for such quantum of wealth.

Our emphasis to date has been with UK and Channel Islands based advisers since London is generally seen as the financial centre of the world, whilst the UK’s legal system is established, highly respected and workable. Increasingly however, we find our adviser network expanding throughout Europe, the Americas and Asia, notably in Hong Kong. We welcome such expansion.

In addition to providing regular updates, on a regular basis we speak or meet with the members of our network, in order to ensure that the benefits and applications of our suite of solutions and investments are fully understood and remain relevant for specific advisers. From this vital process we also ascertain issues and requirements that advisers may have in order that we may identify appropriate solutions.

By learning the specific skill sets and areas of expertise of the advisers within our network, we are often able to provide direct referrals from other advisers, which significantly adds to our value proposition.

We are always keen to meet new advisers, and therefore please do contact us for a discussion or join our adviser network here.

Join our adviser network