Experience
+ proven results
Who we are
Our private wealth teams have the experience, expertise and emotional intelligence to understand and meet the sophisticated needs of each client.
Whether you are looking for wealth preservation strategies, enhancing portfolio yield, investing for future generations, or perhaps executing your legacy plan. Whatever your objective, we will help guide you on your journey.
Each of our private wealth advisors serves a limited number of individual investors or family offices, so that we can give each client the dedication and time they deserve. Our belief is that no two clients can ever have the same solution since each, and every individual has their unique cultural, family and financial background that must be captured within an optimal solution, tailored for them.
Our global reach and access to market leading financial products and services allows us to identify exclusive opportunities to diversify and grow your investments
Our Key Personnel
Scott Banks
Chief Executive Officer
Robert Nowell
Head of Portfolio & Risk Management
Robert is an accomplished and
intellectually astute individual,
renowned for his unwavering drive and
exceptional focus. With an illustrious
career spanning over three decades, he
has emerged as a stalwart in the realm
of Global Markets Portfolio Risk
Management.
As the Chief
Investment Officer of a prestigious and
long-standing enterprise, Robert has
exemplified his expertise by crafting
intricate and sophisticated debt and
equity structures, transcending national
boundaries. His profound acumen in
private equity transactions has garnered
unparalleled success for global
clients.
At the core of
Robert’s investment philosophy
lies his unwavering commitment to risk
management. His keen understanding of
the intricacies of risk has allowed him
to navigate the dynamic market landscape
with precision and finesse. Robert
excels in perceiving the broader
picture, adeptly deciphering the unique
requirements of clients, and delivering
bespoke solutions to optimize their risk
positions.
Robert’s greatest asset lies in his remarkable ability to distill even the most intricate concepts into comprehensible terms, ensuring clients possess a profound understanding and can make informed decisions. His adeptness in simplifying complex matters is unparalleled, empowering clients to navigate the intricate world of investments with confidence and clarity.
Jason Social
Chief Investment Officer
