Investment advisory
Asset allocation, mandate design and risk, set to each family's horizon and temperament — never to a house view.
Private family office · Knightsbridge, London
Wealth, kept in good order.
Moneybroker advises a small number of families on how their capital is invested, structured and passed on — and keeps the whole picture, across every bank and border, in one place.
By appointment only · 15 Beaufort Gardens, SW3 · Est. 2021
What we look after
One office. Every moving part.
A family's wealth rarely sits in one place. It spreads across banks, managers, structures and borders — and someone has to hold the whole of it in view. That is our job.
Manager & opportunity selection
Funds, managers and direct opportunities — met in person, taken apart line by line, and measured against a patient bar.
Consolidated reporting
Every account, custodian and holding drawn onto one quarterly statement. One version of the truth, in plain English.
Banking & custody oversight
Private banks and custodians kept honest — on terms, on fees, on execution — by someone on your side of the table.
Structuring liaison
We sit beside your lawyers and tax advisers so trusts, companies and holdings serve the family — not the other way round.
Next generation & governance
Family charters, education and succession — prepared quietly, years before anyone needs to open the drawer.
We manage no funds of our own and sell nothing. Advice is the whole business.
The firm in full →
Our approach
Compounding favours the unhurried.
Serious wealth is rarely lost to bad markets. It is lost to haste, leverage and fees. We hold to four working principles instead.
- Independence
- No products, no commissions, no house funds. We are paid by the families we serve, and by no one else.
- Discretion
- Most of our best work will never be visible outside the family. We prefer it that way.
- Patience
- We measure in decades, not quarters. The engraving opposite is the only chart we keep on the wall.
- Candour
- If we would not do it with our own money, we will not recommend it with yours.
2021
Established, London
40+
Managers under review
6
Asset classes advised
3
Generations at the table
A first conversation costs nothing but an hour.
Write, or telephone the office. If we are not the right firm for your family, we will say so plainly — and suggest who might be.
Contact the office →