ABOUT US...

Experience
+ proven results

OUR JOURNEY TOGETHER STARTS WITH A CONVERSATION...

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

PUT A FACE TO THE NAME OF WHO WILL BE THERE FOR YOU...

Our Key Personnel

Luke Gage

Managing Director

Luke has over 20 years’ experience encapsulating key areas of business and building successful brands and services. Luke has spent the last 12 years in Financial Markets, running institutional trading desks and creating highly bespoke investment solutions and portfolios for hedge funds and family offices around the world.
Luke Gage

Prasann Patel

Special Counsel – Investment Committee

Prasann is a driven entrepreneur, successful strategist, and a global financial markets expert who has experience in all aspects of business, from running highly sophisticated family offices, to strategic investing across capital markets and private equity, to global import and export and setting up and running complex international investment transactions. Highly experienced in creating family trusts and intergenerational wealth structures including tax efficient solutions.

Prasann Patel

Scott Masters

Executive Director

Scott has been involved with Financial Services at both retail and institutional product level for more than 30 years. For the past six years Scott has been helping family offices around the world with their corporate governance and investments. Scott is passionate about helping our clients find the right wealth solutions.
Scott Masters
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