Education for you, your family and your business
Going beyond investment management
Our service, by design, is focussed on the long-term financial journey of you, your family and your business. Whether you are approaching retirement, managing your family's assets or running a family business, we can help you learn how to prepare for the future.
You can, with our compliments:
• Attend a pre-retirement seminar
• Join our family business insight event
• Sign-up for our trustee training courses,
• Apply for your adult children to take part in our future leaders or work experience programmes.
Contact us for further details