Independent financial advisory

Independent advisory for companies, families and institutions

Partner-led advice across M&A, strategic finance and wealth management — delivered with discretion, independence and long-term perspective.

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What we do

Three complementary practices

Corporate Advisory

Helping clients define and achieve their M&A, strategic and financing goals with the best possible results, whatever their objectives and wherever they are.

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Wealth Management

Wealth Management preserves and grows the wealth of individuals and families over the long term, while Asset Management delivers bespoke investment solutions to institutional clients and advisers.

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Alternative Assets

Alternative Assets invests the firm's capital alongside that of a select set of leading institutional and private investors.

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412

transactions in 2025

totalling $318bn

Corporate Advisory

$84bn

total Assets under Management*

Wealth Management

$21bn

Assets under Management*

Alternative Assets

*As at 30 September 2026

Insights

Latest insights

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Bonds, ballots, and the elephant in the room

Markets are navigating geopolitical uncertainty, shifting rate expectations and the rapid expansion of artificial intelligence.

Growth Equity Update September 2026 — Edition 54

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Asset Management: Monthly Macro Insights — September 2026

Investments linked to AI continue to support global growth, but they also contribute to a sustained rise in long-term rates.

Back to the future

In recent years, Artificial Intelligence has taken centre stage, fuelled by spectacular promises and applications now a reality.

About us

Independent advice. Partner-led service.

We are an independent financial advisory firm built on the principle that clients deserve objective advice free from institutional conflict. Our three complementary practices are united by a shared approach — discreet, long-term and deeply committed to client outcomes.

From our founding we have retained an entrepreneurial spirit, embracing new ideas while staying focused on what matters most — trusted relationships built over decades.

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