We manage the wealth of a select group of individuals and families with bespoke guidance and solutions.

Bespoke advisory services

Tailored investment solutions and guidance to help clients realise their individual goals.

introduction

Customised solutions to
meet individual goals.

With a heritage in the family office business, we specialise in creating highly customised portfolios, focused on our clients’ priorities. We aim to build genuine partnerships, resulting in long-term relationships built on alignment and trust.

our People

Experienced advisors

Perspectives

Invested in your passions

Visit our content hub where we share insights from internal and external contributors on industry, lifestyle, culture, and innovation. Explore content from our in-house magazine FOLIO, Cape Conversations, and more.

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Our approach

Everything begins
with you

Tailored to your needs
Wealth management is not just about the numbers; it’s about you—your aspirations, your landscape, and your legacy. For now and for the future, we evolve your strategy around your life, monitoring and refining to suit your preferences.
Unrivalled attention to detail
Your adviser will keep track of the details, so you can enjoy peace of mind and pursue your passions. Service and advice when you need it, delivered in a format that fits your lifestyle.
Guidance across the journey
For all of life’s transitions, we help you seize the opportunities in your pipeline. Whether you’re interested in measuring your impact or preserving your legacy for the next generation, our team spans across expertises and industries to connect you to the right resources and advice.

Explore our Private Equity portfolio

Our private equity solutions allow you to make exclusive investments in transformational companies across the cutting-edge sectors of technology, healthcare, media, and consumer products. Be part of a movement that seeks to make a positive impact while never sacrificing financial growth.