What we do

SME Business Owners

We build a defined picture of your business, regardless of industry sector, to help establish what makes it succeed as well as highlighting areas for improvement. Our pragmatic approach identifies real actions to help mitigate risk, drive down costs and ultimately improve profitability and intrinsic value. We will also assist with execution and performance tracking. Our engagements can include:

  • Business planning and strategy including competitor analysis and business proposition
  • Business development, marketing and performance management
  • Succession, governance and risk management (key people, tax and finances, disaster recovery, value preservation, corporate structure)
  • M&A, business finance (including debt and private equity) and exit solutions

In addition, we are also quite uniquely positioned to provide a joined up gameplan that encompasses the business and family wealth that are so often intrinsically linked.

Through The Private Investment Office, our sister business, we provide integrated wealth planning, bespoke investment management and private banking services to entrepreneurs, high net worth private individuals and their families.

In particular, we operate in partnership with entrepreneurs and family business owners to design, implement and manage comprehensive strategic and financial plans that encompass both private and business interests. We bring an extensive network of proven experts and institutions that our clients can depend on, built on our know-how from successful careers in the wealth management and private banking industry.


Financial Institutions & Professional Services Firms

We work for a wide variety of specialist businesses that operate in the UK wealth management and private client value chain including private equity houses, technology providers, asset managers, international private banks, outsource service providers, insurance companies, charities and professional services groups. Our engagements cover the following:

  • Market strategy, proposition and competitor analysis
  • Distribution strategy, tactics and growth drivers (single and multi-channel)
  • Target operating model (especially wealth management platforms), business infrastructure & IT
  • Risk management, regulatory compliance and controls
  • M&A, joint ventures and outsourcing

We are very well connected throughout the financial industry and can provide access to many experts, specialist institutions and service providers to supplement any engagements that we undertake. Please contact us to find out more.

Well done is better than well said.
Benjamin Franklin