Independent · Discretionary · Since 1998

Discreet wealth stewardship for generations that follow.

We advise multi-generational families on discretionary portfolios, succession, philanthropy and governance — with the same senior advisor at the table from first meeting to handover.

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§ 01 — Services

Four disciplines, one stewardship.

We work as a single senior advisory team. You'll meet your lead advisor at the first conversation and work with them through every decade that follows.

Discretionary Portfolios

Mandate-managed portfolios designed around each family's income, risk and liquidity profile.

Multi-asset strategy
Liquid & private markets
Quarterly board pack

ii.

Succession & Estate

Intergenerational planning covering trust structures, gifting and cross-border considerations.

Trust & foundation design
Gift & inheritance strategy
Family governance

iii.

Philanthropy

Structured philanthropic advisory — from first donation to multi-decade foundation management.

Charity & CIC structuring
Grantmaking strategy
Impact reporting

iv.

Private Markets

Curated access to vetted private-equity, private-credit and real-estate opportunities via our partner network.

Vetted GP access
Direct co-investment
Liquidity management

§ 02 — Approach

Four-step onboarding.

A considered onboarding that moves at your pace. Most families take 60–90 days from introduction to first invested pound.

Introduction

Initial conversation with a senior advisor — no deck, no pitch, no junior handoffs.

Discovery

Two to four working sessions to map family circumstances, commitments, and objectives.

Proposal

Written mandate proposal — strategy, risk, liquidity and fees — discussed with the family council.

Onboarding

Mandate signed, portfolio structured, first quarterly board pack delivered within 90 days.

§ 03 — Advisors

Senior advisors.

Eleven senior advisors. No junior bench, no quota sales people.

Helena Northcourt

Senior Partner · FCA CF30 · ACSI

Founder. 28 years in discretionary portfolio management.

Douglas Merritt

Partner · Estate & Trust

Cross-border estate work for families with UK and EU residency.

Anya Okafor

Partner · Philanthropy

Foundation structuring and grantmaking strategy specialist.

Rafael Cordeiro

Partner · Private Markets

Vetted GP access, co-investment and liquidity planning.

Request a portfolio review.

Initial conversations are unhurried, off-the-record, and always led by a senior advisor. We respond to every enquiry within a working day.

London: 38 Lombard Street, EC3V 9BQ
Edinburgh: 9 Charlotte Square, EH2 4DR
Telephone: +44 20 7000 0000
Enquiries: [email protected]
Hours: Mon–Fri, 08:30–18:30 BST