Working with Clients

For a global private bank, we developed a global marketing strategy and training programme, including an international roundtable discussion with industry experts.

For a UK asset manager, we created an advisory service for high impact investments encompassing regulatory, operational, product and marketing aspects.

For an offshore trust, we designed a portfolio to the specific requirements of a trustee investment policy.

For a regeneration agency, we researched, designed and implemented a local community bond.

For a high net worth individual, we created a bespoke portfolio of high impact investments and facilitated their involvement at board level.