Who we are &
where we came from

There were 13 of us, working on the same team for a large City-based wealth management firm.  And we thought to ourselves, you know what, we could do this better ourselves.

We could build a business which would set a new standard in financial advice.  Which could take care of all a client’s financial needs, under one roof.  Which could use technology to bring people closer to their money.  And which could, at the same time, be collaborative, game changing and – whisper it – enjoyable.

Fast forward a few years and plenty of late nights, and we believe we’ve done just that.