Part of the SH Group

Wealth management services

We help our clients to grow their existing portfolio through access to global capital market products & opportunities.

We innovate to nurture wealth & encourage growth

A customer-first approach

We understand that your circumstances and objectives evolve over time. Our priority is to gain a thorough understanding of your goals, needs & aspirations. Together, we define your wealth planning requirements to chalk out a tailored strategy. We then implement the strategy using our platform, which draws on the experience of a broad range of in-house experts & carefully selected third-party specialists.

Our team of wealth planners and managers have local expertise and a global network to support you with your wealth planning needs.

Institution & corporate

We harness our experience to create value for corporations, advising on a full palette of financial services & structures.

Asset management

We create value for our investors by cutting through the financial noise to focus on what matters most.

Family office advisory

Our family office services are about supporting you & your family through the various stages of wealth creation.

Our processes

Family objectives definition & structure from a legal & regulatory perspective.

Establish family governance models that supply clear communication & decision-making.

Transition & continuity by preparing successors for leadership responsibilities.

Trust & fiduciary planning

Investment services that cover strategic advice, asset allocation & manager selection.