The Benefits of Independence

Our business is managed independently from any financial institutions, law firm or similar tied links. This affords us maximum flexibility and allows us to work seamlessly with clients’ preferred advisors and/or for clients to select from our network of highly competent professional counterparties including tax advisors, banks, lawyers and investment managers.

Our clients can therefore be assured of peace of mind since their interests are always at the heart of our thinking.

Our Key Values

We aim to develop long-term relationships with clients and intermediaries that are built on trust and mutual respect through the delivery of a professional and responsive service. We strive to achieve this by:

  • Taking time to understand the needs of the client.
  • Ensuring that engagements are director led to provide effective oversight and decision making.
  • Having a flexible and transparent fee charging structure and providing realistic fee quotations for additional work.
  • Operating free of institutional links which allows optimal choice of investment strategies.

About Gibraltar

Gibraltar is a self-governing British Overseas Territory located at the south point of the Iberian Peninsula. Gibraltar has its own parliament and legal system. Trust law is derived from English common law. Gibraltar as an international financial centre complies with all international standards determined by such bodies as the European Union, Financial Action Task Force and the Organisation for Economic Cooperation and Development.