Charlotte Aldergate
Managing Partner · Chartered FCSI
Third generation. Joined from a global private bank in 2009 and halved the client list.
People
You will deal with the same person for years.
Our average client relationship is nineteen years. That only works if the adviser stays, so we have built the firm around keeping them — including equity for senior staff and a hard cap of eighty families each.
Oliver Brandt
Chief Investment Officer
Runs the investment committee. Twenty-two years, four bear markets, no style drift.
Priya Raman
Head of Financial Planning · CFP
Cashflow modelling and retirement. The person who tells you that you can afford to stop.
David Okoro
Partner · Intergenerational
Trusts, estates and the family conversations that come with them.
Investment committee
Six people, one vote each, minuted.
The committee meets monthly and its minutes go to every client annually, including the decisions that turned out badly. Two external members sit on it specifically to disagree with us.
Members
6
External members
2
Meetings a year
12
Max families per adviser
80
Average tenure, advisers
14 yrs
Ask to meet whoever you would be working with.
Not a business development manager who hands you over afterwards. The person in the first meeting is the person who runs the relationship.
Arrange a meeting