We’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you. We understand that our financial advice needs to be as individual as you are, designed to fit around your lifestyle, family life, and your professional interests. Our integrated approach brings together some of the brightest minds in each aspect of wealth management: financial and tax strategies; investment management; risk management and estate strategies.

We recognize that no single investment house has a monopoly on investment expertise, and we do not employ in-house investment managers.

Instead, Our Unified WealthBuilder strategies offer a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to create stability and reliable results consistent with your unique household financial plan.

This approach has a number of advantages:

• You maintain transparent ownership of all the investments held by the portfolio manager;
• It gives us the freedom to select first-class investment managers from the global investment market;
• It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to clients;
• It offers our clients a real risk adjusted opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles;
• Our carefully constructed, risk-rated portfolios enable you to choose fund managers with different investment styles to create a balanced and diversified investment solution.

We believe in challenging conventional solutions, delivering comprehensive strategies catered to your specific circumstances, your risk tolerance, and your objectives. When acting as fiduciaries, we act in your best interest, and are focused on customized, unaffiliated and transparent solutions.

As a client, you will receive a personalized advisory service from our business, whilst having access to a distinctive investment management approach and the backing and confidence of investing with an institutional partner.

Diversification does not guarantee a profit or protect against market losses. It is a method used to help manage investment risk. MIN nor its representatives give tax or legal advice. Before making any financial commitment, consult with your professionals.