Working Here
We are growing globally with a focus on high-level client service, wealth management, investment and technology expertise. Join us!

Work alongside leading experts using modern strategies to solve complex issues and provide top-notch personal service for a global clientele. We combine all the advantages of a large, established global financial advisory firm, with the flexibility and entrepreneurship found in a small partner-owned business.

If we are recruiting for any positions, they will be posted on our LinkedIn page, which you can access here.

Beyond our immediate needs, below are some of the functions that are always looking for bright, energetic and high integrity people to join our team.  If you think you could add a new perspective to our efforts, don't hesitate to get in touch. 

Client Advisers

We offer a unique opportunity for financial advisers to bring our bespoke, independent asset management, insurance, and planning solutions to their clients. We have digitized our back office to be paperless and have invested heavily in automating our “Know Your Client” procedures. 

Client Service

We are seeking people for operational, administrative and support roles within the company. We have training programs for young professionals with the right attitude and enthusiasm, and opportunities tailored to individuals returning to the workplace or needing a more flexible schedule.

Investments

We have a dedicated investment team that invests client portfolios and works alongside our advisers to deliver value to clients. If you are looking to work with a portfolio team focused on using financial science to improve client outcomes, get in touch.

Tax

Our tax team works closely with advisers to assist clients with tax planning, as well as tax filing throughout the year.  We prepare returns for individuals, foundations, partnerships and others, and deal directly with tax authorities on clients' behalf.