Aligning your wealth

with your values

Aligning your wealth

with your values

Jersey Office

Protecting wealth with integrity, our licensed Jersey Office enables international families and HNWIs to establish and manage trusts, foundations, family investment companies and corporate services. As one of the largest independent firms on the island delivering fiduciary services across 39 countries with scale, stability and purpose.

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Dubai Office

Protecting wealth with purpose, our licensed DIFC office enables us to assist individuals, families and family offices to establish and manage DIFC foundations and companies tailored for succession, governance, and legacy planning.

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How we can help you

We work together to ensure your future is in safe hands, by taking care of your assets and your family, making certain your wealth is aligned with your values.

Our values

The business actively encourages staff to challenge decisions and behaviours that are not aligned to our values.

Authentic

Open minded in our outlook, we lead with our clients’ needs, whilst being true to who we are and what we do. We create and sustain long-term relationships, founded on honesty, reliability and professional excellence.

Inclusive

We work to promote change, advocating for diversity and inclusion; believing everyone has valuable contributions to make. We prioritise collaboration, creating a culture which engenders teamwork and an entrepreneurial mindset.

Sustainable

We are committed to building a sustainable enterprise, behaving in an ethical way is integral to this and helps maintain the trust and confidence of our stakeholders.

Trusted by clients
globally

Our commitments

We work together to ensure your future is in safe hands, by taking care of your assets and your family, making certain your wealth is aligned with your values.

Responsibility

We believe in stakeholder capitalism, considering the needs of clients, employees, suppliers, and society. Our commitment to corporate citizenship is evident through our participation in the UN Global Compact.

Accessibility

We facilitate informed decision-making with straightforward communication and transparent fees. We're readily available to address any client queries or concerns.

Innovation

We foster a culture of curiosity and personal growth, championing inclusivity and diversity. This empowers our team to drive innovation and creativity in our processes, leading to optimal client outcomes.

Action

We believe in proactive, honest, and hands-on trust and wealth management. Our approach simplifies clients' lives and ensures the best possible outcomes.