Sophisticated Wealth Management

FOR INVESTORS WHO ARE GOING PLACES


Whether you’re making your way up the corporate ladder or across borders,
we’ll give you a personal, professional service based on decades of industry experience.

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What we do

We work exclusively with expats who want more than just a “standard” service from their wealth manager. Our extensive experience enables us to navigate through all possible investment options, and offer products that are far more diverse than other firms can provide.

Book a call with us, and discover how we can help you invest sensibly, strategically, and with confidence.

"I have known Alastair for the past ten years and he has a knowledge and passion for financial markets - whether from a short term trading point of view, or looking at the bigger picture of longer term performance. As his various media appearances over the years will attest, he is adept at breaking down the often complex events driving markets, and explaining them in an engaging and illuminating manner."

David JonesBBC Radio 5 and Shares Magazine

"I have been a client of Steven’s for two years. He is a great problem solver and a very proactive adviser who has been persistent in helping me, often driving our projects and giving me a very good belief that he really is there to help. He has shown that he has great knowledge and understanding on how to deal with investing and how to navigate through the financial jungle."

Arni Hrannar HaraldssonVice President Strategic Launch Management | Teva Pharmaceutical

OUR SERVICES

Wealth Creation

We help you save money regularly and make excellent returns with sensible investment strategies.

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Asset Management

We’ll create a truly bespoke investment portfolio that’s perfectly matched to your financial goals, aspirations and risk profile.

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"I have been Steven's client for almost 2 years now and I can only recommend him to any future client.
His knowledge of the markets, the ability to get straight to the point and cut through the noise, the 'always available' approach and the great sense of humour make him a great Wealth Manager."

Riccardo RossiSocial Media and Brand Manager | Mondelēz International

"Alastair was always one of my top picks for instant, insightful market comment. The speed with which he was able to react to unfolding events was second to none and we here at Reuters always admired his versatility. On top of that, he is a friendly, approachable guest, always willing to help out."

Axel ThrelfallEditor at Large | Reuters

"Steven has supported me over the past 3 years. He has made a genuine effort to understand my broader career and financial objectives and advise me with these priorities in mind thus building a robust foundation of trust. I have enjoyed working with Steven as he has brought to bare innovative investment strategies which suited well my risk appetite while yet ensuring that the risk we agreed to take is well managed and contained. I do appreciate the flexibility he has shown as he worked with me through personal developments."

Akos CsernusManaging Director, International Delivery Centres | WNS Global Services

"Steve is very customer focused and persuasive. He knows the business he is dealing with and achieves good results. He managed my monthly fund investment to achieve above 10% yearly return. I had some investment experience, but ever since I moved to Switzerland, I didn't have the time and energy to start something new. Steve helped just in time to pick what I had wished for and the performance exceeded my expectation. He pursues long-term relationships with his clients. "

Shuo WangSystem Architect | Siemens

"Steven's creativity and flexibility have proven a great help in stabilising my financial situation, and finding the right pension plan. Steven will go out of his way to propose creative solutions and some of his biggest strengths are his persistence and follow up. Steven also brings with him a great sense of humour. I would highly recommend working with Steven."

Amr MustaphaInternational Product Management | Roche

"During my time covering the markets and the world of business, I always found Alastair an authoritative voice on the goings-on in the City and his insights were very useful."

Toby GreenCity news editor | Evening Standard