Our mission is to look after your wealth with the same care and precision we would apply to our own.
Philippa has spent over 36 years providing professional investment advice and financial opinion. In more than two decades in wealth management, she has managed independent consulting firms, served as an Investment Director, and regularly chaired investment committees.
Philippa’s favourite part of the work remains rolling up her sleeves to thoroughly analyse complex investments, interview fund managers, and tailor bespoke portfolios from scratch.
Sean is involved in a number of key strategic areas of the business and is an essential part of the team. With over 20 years of experience in financial services, he brings valuable technical expertise to our investment analysis and leads our core research initiatives, helping to ensure the highest standards of research, insight, and service for our clients.
In addition to handling our critical financial and complex regulatory compliance issues, Sean coordinates closely on client interactions to ensure your onboarding and portfolio management processes run smoothly. His attention to detail ensures that our operations remain firmly aligned with the high-touch, compliant, and personal experience we promise to every family we support.
Because we’re a small firm that takes a deeply personal approach to wealth management, we welcome a limited number of clients at a time, ensuring each relationship gets the care and attention it deserves over the long term. We’d love to have you join us.