Connecting
ideas and capital
with great businesses
From day one, we seek to lay the foundations for a close, trusting, and discreet relationship - one that earns us a seat next to you, to help you take life’s most important decisions. Our purpose is to grow the capital of our investors and their pension holders by investing responsibly in well-managed businesses and helping them expand and prosper.
We shape the life of tomorrow
PLANNING
Whoever we are, our wants, needs and desires are unique. By taking the time to establish what is really important to you, our dedicated specialists will define the optimal structure for your wealth to help you achieve your goals.
INVESTING
We believe in sustainable investment and are a signatory to the Principles for Responsible Investment. We put you first. Once we have established what is important for you, we manage your investments accordingly. We use an open-architecture approach, which means we scour the market for leading solutions to build your portfolio.
LENDING
Lending can help make great things happen. By understanding what you need and when you need it, we can provide advice and services that fully meet your needs. So, whether you are seeking custom-made financing for your cherished personal project, liquidity to invest, or looking for support to get a new venture up and running, we are here to help.
Afive Finance
Like you, we know that trust is the bedrock on which all successful and lasting relationships are built. It is why we will endeavour to earn your trust every single day..
Our aim is simple, yet like anything truly worthwhile it is not easy to achieve. We want to be a trusted partner for you and your family: growing and protecting your wealth in a way that earns us a seat at your kitchen table, where all life’s most important decisions are made.
Discover how we can help you achieve your goals
We want to be a partner for you and your family, always focused on your needs, making use of our global strength to deliver a boutique experience
DIVERSITY
We know that trust needs to be earned and not just claimed, which is why we always aim to do the right thing, not just the easy thing. We are independent advisors who provide options that are best for you. We measure our worth by the impact we deliver. We invite you to challenge us every step of the way.
VALUE
We offer a straightforward and competitive pricing and service structure, with no hidden fees. We report on performance transparently and regularly.
INSIGHT
We provide objective advice based on your personal circumstances and life goals – whether that means efficient access to liquidity, securing a legacy or embracing new ideas to make your wealth grow.
TRUST
We believe success starts with empathy, so we always focus on your beliefs and priorities, acting on them in a way that’s best for you. That is why our advisors build bridges between your business, family and wealth needs, extending both investment expertise and long-term financial planning.
A 21st century trading company.
How it works
All successful and enduring relationships are built on trust and mutual understanding. We never take your trust for granted.
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