Monogram

There are a great number of providers of wealth services. Those able to utilize true independence and impartiality are few and far between. Monogram employs leading investment specialists who share our commitment to independence.

To add further strength, our team is able to draw on the knowledge and skills of a varied group of professionals, including tax experts, lawyers, and accountants.

The role of our investment team is one of stewardship not speculation, and we avoid the needlessly complicated products that litter the financial services market.

We continually adapt to the shifting sands of the global economy but never abandon prudence in search of short-term gain.

Monogram provides specialist investment and strategic planning services for wealthy individuals through its family office services. We offer a broad, trusted and truly impartial perspective to protect and manage our client's wealth.

Our approach is disciplined and methodical, starting with a detailed understanding of our clients, their attitude to risk and overall long-term objectives.

We can advise on:

• Investment consulting advice (e.g. recommending an appropriate strategy, including a review of any existing portfolio);
• Implementation of strategy as required (e.g. placing investments on best terms, identifying and instructing third party investment managers);
• Portfolio reviews - annual review of investments and strategy;
• Transactional investment advice as required;
• Advice to executives;
• Pension scheme planning and investment advice;
• Advice on the regulated aspects of inheritance tax planning;
• Maximising tax-efficient structuring around agreed investment approach; and
• treasury management.