We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network .

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

We ask about our client's goals and help evaluate them. We analyze each client's financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

To execute the plan, we leverage the intellectual capital of our division and the network . We offer strategic and tactical asset allocation and provide a range of investment solutions including fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also provide select private banking services.

Through it all, we offer attentive service and personal counsel. And as a client's goals change, we can adjust his or her wealth management plan accordingly.