Four mandates. One unifying philosophy.

Tier 01 · GBP / EUR

Heritage Portfolio

Foundational private wealth account

Target Return

4.8 – 6.2%

Horizon

3 – 5 years

Mandate Overview

A measured entry into private wealth management, designed for clients beginning the long journey of capital preservation and stewardship.

• Diversified equity & gilt allocation
• Quarterly portfolio reviews
• Dedicated client associate
• Digital reporting suite

Indicative Allocation

Tier 02 · GBP / EUR

Growth Portfolio

Balanced growth & income mandate

Target Return

6.4 – 8.1%

Horizon

5 – 7 years

Mandate Overview

A balanced mandate that pairs global equity exposure with investment-grade income, suited to clients building durable, multi-cycle wealth.

• Globally diversified equity sleeve
• Investment-grade credit allocation
• Bi-annual strategy reviews with advisor
• Tax-efficient wrappers (ISA / SIPP eligible)

Indicative Allocation

Tier 03 · GBP / EUR

Premier Portfolio

Bespoke high-net-worth mandate

Target Return

7.6 – 9.4%

Horizon

7 – 10 years

Mandate Overview

A bespoke discretionary mandate for established investors, incorporating private market exposures and structured income strategies.

• Discretionary portfolio management
• Private markets & alternatives access
• Senior portfolio manager relationship
• Inheritance & succession planning

Indicative Allocation

Tier 04 · GBP / EUR

Private Wealth

Generational wealth & family office

Target Return

8.2 – 11.0%

Horizon

10+ years

Mandate Overview

Our most considered mandate. A fully bespoke family-office service combining discretionary investment, trust and estate stewardship for generational wealth.

• Dedicated investment committee
• Trust, estate & philanthropy advisory
• Direct private equity & co-investment
• Concierge family-office reporting

Indicative Allocation