Private clients & family offices

You have built substantial wealth and expect the access, safety and discretion of an institution — with the attention of a boutique.

Is this you?

You are a private individual, typically with total wealth above US$10 million and financial assets above US$2 million, or you run a family office. You want direct access to global markets, institutional-grade custody, foreign exchange capability and a senior relationship — not a call centre.

client challenges

What you are solving for

A single, reliable access point to global equity, fixed income, funds and FX

Safety of assets: segregated custody within regulated, resilient infrastructure

Cross-border complexity — multiple jurisdictions, currencies and account structures

Continuity and discretion: people who know your objectives and stay reachable

our advantage

How we help

Global market access

50+ markets and 600,000+ instruments — equities, bonds, funds and FX — through one relationship.

Institutional custody

Fully segregated accounts under the MiFID II safekeeping framework, in partnership with leading global custodians.

High-touch, customisable service

Senior coverage, deep understanding of your objectives, and comprehensive cross-border solutions for non-standard situations.

Portfolio & wealth management

Multi-asset portfolio solutions and proprietary investment ideas, combining independent in-house research with a disciplined, valuation-driven process.

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Need more information?

Whether you’re evaluating our services or looking for a tailored solution, our team is ready to discuss your requirements and answer your questions.

Talk to our Private clients team

services for you

Capital markets — sales & trading

Multi-asset execution across developed, emerging and frontier markets — including illiquid names and special situations.

Prime brokerage

(Custody)

One point of access for execution, custody and settlement, with fully segregated client accounts.

Treasury services & structuring

(FX)

Managing liquidity, currency and rate exposure, with tailored structured solutions.

Research-led investment solutions

Multi-asset portfolio solutions and proprietary ideas for institutions, fund managers and private clients.