Our discretionary investment management services allow clients to delegate the day-to-day management of the investment portfolio to our dedicated portfolio managers. We design and manage our clients’ portfolios based on their unique circumstances and individual goals, seeking to always combine these with Logistable’s long-standing experience and expertise in bespoke money management.
Our advisory services are tailored to clients who still wish manage their investments but understand the benefits of having an experienced advisor alongside them to provide ongoing investment support and guidance.
As a firm we are not tied to investment providers or receive any product commissions or retrocessions. We are therefore able to offer clients unrestricted and independent advice on all their wealth management needs.
Our family offices services lie at the core our business. Always tailored around the requirements of each of our client families we combine the strength and discretion of in-house services such as accounting and estate management with the flexibility and insight of carefully selected partners such as global tax and legal advisors.
Through our sister company, Sentinel Trust, we can offer our family office clients the benefit of professional trusteeships and foundations whilst still insuring their affairs remain within the Logistable Family.
