About Us
Partner in Your Financial Legacy
For over four decades we have partnered with families, institutions, and entrepreneurs to preserve and grow wealth across generations.
Who We Are
A global investment firm built on integrity, insight, and long-term thinking
96
Global Locations
Offices across North America, Europe, Asia-Pacific, and the Middle East.
1,000+
Investment Professionals
Deep domain expertise across every major asset class and geography.
$12B+
Assets Under Management
Trusted by families, institutions, and sovereign wealth funds worldwide.
Our History
1982
Founded
Established as a boutique investment advisory firm in London.
1998
Global Expansion
Opened offices across North America, Asia-Pacific, and the Middle East.
2010
Regulatory Recognition
Received FCA authorisation as a full-scope Alternative Investment Fund Manager.
2023
Platform Launch
Launched our digital investment platform, democratising access to institutional strategies.
Leadership
Our executive team
James Whitfield
Chief Executive Officer
Sarah Chen
Chief Investment Officer
Marcus Okafor
Head of Private Markets
Elena Vasquez
Chief Risk Officer
What We Offer
Investment divisions
Six specialised divisions covering every major asset class and investment approach.