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Explore Our Approach

We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world.

We are seasoned experts across the full suite of wealth management, multi-family office, asset management and corporate advisory services.

Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions.

Wealth Management

Wealth Management

Combining personalised service with institutional rigor to create lasting impact.

Multi-Family Office

Multi-Family Office

Access the best in expertise, connections and solutions through your own family office team.

Corporate Advisory

Corporate Advisory

Leveraging multi-sector understanding and experience to create bespoke solutions.

Asset Management

Asset Management

Unique solutions developed through our insight-led approach and rigorous investment process.

Built to thrive

Learn about our unique culture and way of working

Build To Thrive
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Testimonials
"At the end of the day, I want to be working with people who know their stuff and love it as much as Klay does."
Client since 2017
"They take every bit of feedback very well, there’s no such thing as a firm limit or ‘that’s the way we do it here'."
Client since 2015
"They don’t just say yes to your ideas, they test it and challenge you. Proactive, reliable...they follow up."
Client since 2017

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