Our DNA

Having business sense in our DNA helps us to look at things holistically. As we manage multiple generations of wealth, we recognise the importance of preserving and growing wealth for the generations to come. Our rich experience helps us recognise our clients’ requirements better and deliver them holistic solutions for managing their wealth including holding their hands in identifying right set of advisors for their succession planning, taxation, residency, and optimal structures to fit their goals.

We have been through this process, so you don’t have to.

Sustainability

It is at the heart of whatever we do. The awards and certifications are a great testimony of us walking the talk on sustainable and responsible investment. Sustainability can mean different things to different people. Hence, we have a highly customisable approach to understand our clients’ priorities and design the portfolio that is sustainable and meets the expectations of our clients. Our latest annual sustainability report can be found here.

Formidable Team

Our team comprises of investment, sustainability, client advisory, legal and operations professionals who bring in combined experience of more than 100 years to deliver most efficient solutions for our clients.