Short answers. The long ones happen in person.
Assets are held in segregated custody and booked from Nassau, under the perimeter set out in the footer of every page. Where a third-party custodian or settlement system is used, it is named to you before anything moves.
By a stated fee schedule agreed before any service is provided. Where any third-party payment is received in connection with your business, it is disclosed. You should be able to read one page and know exactly what we earn from you.
No. Most relationships begin with consolidation and reporting only — we map what you hold, wherever it sits, and nothing moves until you decide it should.
Two to six weeks for an individual or family, longer for a structure with several entities or jurisdictions. Most of that time is verification we are legally required to complete, not paperwork we invented.
There is a threshold, and it is discussed in the first conversation rather than published. It is set so the service is genuinely worth what it costs you.
Yes, and many clients do. Our consolidated reporting is built to include institutions that are not us.
If your classification and mandate allow it. Terms, structure and track record are presented in writing, in person, and allocation closes on a date.
The private circle of the house: one table, fourteen chairs, four times a year. A seat follows a relationship — it is not sold and cannot be applied for.
You instruct us and we transfer or realise on your instruction, subject to settlement and any legal restriction. There is no exit penalty and no notice period designed to keep you.
Tell us what you hold today and what you want it to do. A partner reads it and replies personally, usually within two business days.