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INVESTMENT MANAGEMENT

We take time to understand our clients and their investment requirements, building a portfolio tailored to specific needs, and in careful consideration of individual risk appetite and financial goals. Our dedicated investment professionals have extensive experience across multiple asset classes, servicing both UK and International clients and sourcing investment solutions to meet differing client circumstances, investment preferences and tax considerations.
  • We create and manage long-only investment portfolios on a discretionary and advisory basis, aiming to deliver superior returns throughout market cycles.
  • Our independence allows us to select the markets’ best available solutions.
  • Adopting a research-intensive approach, we combine top down macro themes with a strong bottom-up input.
  • We target uncorrelated and consistent returns with lower volatility.
  • Our preference is for strategies which offer superior liquidity.

WEALTH STRUCTURING

We believe that structuring our clients’ wealth in a secure and tax efficient manner is at the core of successful wealth management. Our in-house team are experts in understanding and implementing tax efficient structures, working with clients in relation to the location of assets and custody as well as family succession planning.
  • We work closely with clients to create a bespoke wealth strategy ensuring optimal tax efficiency.
  • In-house expertise in working with UK resident non-domiciled and International clients.
  • We consistently maintain an extensive, cross-jurisdictional professional network through which we can introduce our clients and their families to specialist advisors as required.
 

LIQUIDITY MANAGEMENT

We recognise cash as a separate asset class and work closely with our clients to deliver a bespoke liquidity management solution. Our cash strategies are carefully tailored to complement the liquidity requirements, investment horizon and risk appetite of investors.
  • Our independent status gives us access to global financial institutions enabling us to offer enhanced returns together with the highest level of security and control.
  • Our holistic cash strategy is actively managed by our in-house team. Clients remain the owner and controller of their assets at all times.
  • Utilising our expertise in cross-border structures, we can deliver bespoke solutions across multiple currencies, with on and offshore situs.
 

FINANCIAL FAMILY OFFICE

We work together with our clients and their families to provide a range of bespoke family office services on both a personal and business level. Our aim is to facilitate and coordinate our clients’ administrative and lifestyle services to ensure optimal support where needed. Our services include:
  • Consolidated global reporting
  • On & Offshore banking and account management
  • Concierge Services

LIFESTYLE MANAGEMENT

​​​As part of an ongoing commitment to facilitate and coordinate our clients’ administrative and lifestyle services, Hay Hill Wealth is excited to announce our partnership with Quintessentially. Now in its 20th year, Quintessentially’s services are designed to enhance your time ensuring you can enjoy the things you love in life with the people who matter the most.
  • Quintessentially provides its members access to around-the-clock assistance in 35 languages.
  • A global 1,000-strong team of lifestyle experts are on hand 24/7/365 to cater to members needs
  • Quintessentially offers business services including estate sales and management, education consultancy, and philanthropic advice
To learn more about Quintessentially services, please visit their website or contact Liam Cole on Liam@quintessentially.com or 02030736781
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