Wealth management is a journey, not a destination
In addition to our specialist expertise and approach, clients can choose from the different mandates specific to their needs and goals and cover the breadth of investment solutions specific to your wealth picture. We offer both discretionary and non-discretionary portfolio’s and have offshore capability amongst other financial services. The business was born out of a firm belief in the distinctive benefits of including this asset class in an investment portfolio.
MSM goes beyond the call of duty by providing specialist partner services required to manage your family’s wealth. These range from financial planning to succession to taxation. We also assist in the evaluation of non-traditional investment opportunities.
Understanding the nature of high-net worth clients is important when they look to collect alternative assets. Our resident art specialist partner can assist any client with starting their collection to looking to selling off their collection.The client can be advised accordingly with us having key relationships with certain galleries. We also have our resident sommelier partner whom can advise clients on which wines can suit your individual palette. As these asset classes have become prominent in the last decade, in some cases beating traditional asset classes, we can assist you in navigating this new world of returns.