Founded in 1940, we have remained privately owned ever since — a deliberate choice that allows us to think and act with complete independence and focus solely on our clients’ interests.
We offer hands-on expertise in insurance broking, wealth management and employee benefits consulting, working closely with businesses, charities and individuals in over 60 countries. Our clients range from regional manufacturing firms to publicly-listed multinationals, as well as families we have advised for generations.
Our business model is simple: we may not be bigger than the large advisory and broking firms, so we focus on being better. There are no shortcuts. We hire experienced technical specialists from a range of disciplines and empower them to work directly with clients, taking the time to understand their circumstances and provide clear, unbiased and in-depth advice.