The initial ‘fit’ of client-to-investment manager is an entirely human process revolving around both parties understanding each other and enjoying each other's company. Many of our clients are multi-millionaires and financially successful enterprises. However, others are tomorrow's millionaires with more modest sums to invest today.

Some clients attach entirely different priorities to life, where money doesn't help them keep score. The common denominator however, is that we all enjoy working together.

In the final analysis, we cannot be the right partner for everybody and we understand that trust and comfort doesn’t arrive in an instant; it takes time, often years, to develop.