Established 1987

Preserving Wealth Across Generations

Bespoke investment strategies and personalised wealth management for distinguished families and individuals.

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£4.2B

Assets Under Management

37

Years of Excellence

850+

Private Clients

12.4%

Avg. Annual Return

Professional advisor

Our Heritage

A Legacy of Trust and Performance

Founded in 1987 by Sir Edmund Ashworth and Michael Sterling, our firm was built on the principle that wealth management is a deeply personal endeavour requiring absolute discretion, unwavering integrity, and exceptional expertise.

Today, we continue to serve a select clientele of high-net-worth individuals, family offices, and institutional investors who demand nothing less than excellence.

Our investment philosophy combines time-tested principles with forward-thinking strategies, ensuring your wealth not only endures but flourishes across generations.

What We Offer

Comprehensive Wealth Solutions

Investment Management

Tailored portfolio strategies designed to achieve your specific financial objectives with prudent risk management.

Estate Planning

Comprehensive succession planning to ensure the seamless transfer of wealth to future generations.

Tax Optimisation

Strategic tax planning solutions to preserve and enhance your wealth within applicable regulations.

Family Office Services

Complete administrative and investment oversight for families requiring dedicated attention.

Philanthropic Advisory

Guidance on charitable giving strategies that align with your values and maximise social impact.

Alternative Investments

Access to exclusive opportunities in private equity, real estate, and other alternative asset classes.

Begin Your Journey With Us

Discover how our tailored approach to wealth management can help secure your financial legacy.

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