Combining personalised service with institutional rigor to create lasting impact.
True partnership
We truly take the time to understand you and your family’s needs through our commitment of partnering with no more than 20 clients on average per advisor.
We take a long-term perspective when designing solutions to preserve wealth for future generations.
Built around you
Our open architecture model gives you access to best-in-breed solutions, private markets and consolidated insights from over 5,000+ analysts with 3rd party global institutions.
Our asset-based fee structure ensures you only pay for the value- add our seasoned advisors bring.
Smart systems
We are continuously innovating our technology to provide you with access to leading investment ideas that keep you ahead of the curve.
We leverage proprietary technology to feed our think tank with new market opportunities daily.
Alternative thinking
Our boutique culture encourages debate to bring unmatched diversity of thought.
We are relentless in getting to the “why” behind what our clients want to do, and do not stop until we get to the right solution for each situation.
Testimonials
“At the end of the day, I want to be working with people who know their stuff and love it as much as Klay does.”
“They take every bit of feedback very well, there’s no such thing as a firm limit or ‘that’s the way we do it here’.”
“They don’t just say yes to your ideas, they test it and challenge you. Proactive, reliable...they follow up.”
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