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25+

Years of Excellence
About Us

A Legacy of Financial Growth

For over 25 years, we have guided global enterprises through transformative journeys with unwavering commitment to clarity, discipline, and insight.

Our approach transcends conventional advisory—we forge enduring partnerships built on trust, intellectual rigor, and a shared vision for sustainable growth.

"Empowering growth through clarity, discipline, and insight."
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Sarah Blackwood
Managing Director
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1998

Year Founded

$4B+

Assets Advised

A Legacy of Financial Excellence

Founded in the crucible of financial transformation, our firm emerged from a singular vision: to bring clarity and partnership to an industry often shrouded in complexity. What began as a modest consultancy in downtown Manhattan has evolved into a global practice, yet our founding principles remain unchanged.

“Our work has always been guided by one belief — clarity builds confidence, and confidence drives meaningful progress and long-term impact.”

Recognition
Trusted by Global Enterprises
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Our Philosophy

The Foundation of Our Practice

We believe that exceptional financial outcomes are born from unwavering ethics, strategic foresight, and a genuine commitment to our clients' aspirations. Our approach blends time-honored principles with innovative thinking.

"We believe financial growth is built on trust and long-term partnership."

Since 1987
Integrity

We uphold the highest ethical standards in every decision, ensuring transparency and trust with our clients.

Client-Centricity

Your success is our mission; we tailor strategies that align with your unique goals and aspirations.

Strategic Vision

We combine deep market insights with forward-thinking approaches to navigate complex financial landscapes.

Accountability

We take ownership of our recommendations and stand by our to deliver measurable results.

Our Philosophy

Guided by Vision and Anchored in Excellence

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Diana Ashford
Managing Partner
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Jonathan Blake
Founding Partner
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Olivia Chen
Director of Advisory
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Sebastian Laurent
Head of Investment Strategy
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Rebecca Marshall
Senior Consultant
Recognition

Honored for Excellence

2025

Global Finance Excellence

International Finance Institute
2024

Best Advisory Firm

Financial Times
2024

Innovation in Consulting

Forbes Global
2023

Leader in financial planning

Bloomberg Markets
2023

Excellence in Client Service

The Economist Intelligence
2022

Outstanding Performance

World Economic Forum