Private Wealth Management
Wealth management for
the next generation
Wealth planning, investment management, secondary market deals, and tailored solutions — delivered to a generation traditional private banking was not built to serve, with concierge service, a privacy-first approach, and product-neutral advice across borders.
The firm
A regulated private wealth platform across multiple jurisdictions.
We serve a limited private clientele through a multi-jurisdictional group. Our work begins with the balance sheet in full and proceeds through planning, structuring, custody, and execution — held to the standard of a regulated institution and delivered with confidentiality and a single point of contact.
Each Group entity performs a distinct function under the laws and regulatory requirements applicable to it. The entity, and where relevant the segregated portfolio, relevant to a client or investment is identified in the applicable legal and offering documentation.
What we do
Core capabilities, organised around the client.
Planning, investment, secondary market deals, and tailored solutions — each delivered with concierge service and a single point of contact. Specialist gold and bitcoin capabilities support balance sheet resilience where required.
Wealth Planning
Structuring and succession arrangements for continuity and control across generations, through compliant insurance and fiduciary solutions.
Investment Management
Discretionary management of traditional and alternative portfolios, within a regulated framework and aligned to the client's objectives and risk profile.
Secondary Market Deals
Curated access to secondary market opportunities across US and global markets, including the space sector.
Tailored Solutions
Bespoke solutions covering private banks and family offices' specific requests, from banking access to lifestyle.
Specialist capabilities
Balance sheet resilience.
Gold and bitcoin solutions designed to support resilience and diversification across the balance sheet — delivered within the same confidential, regulated framework.
Gold Solutions
Physical gold — from allocated investment positions to gold-backed financing, held with approved custodians. Exclusive access to institutional-grade gold structures.
Learn more ›Bitcoin Solutions
Bitcoin-backed financing and yield, maintaining exposure while accessing liquidity. Exclusive, institutional-only bitcoin structures.
Learn more ›The Black Circle Service
Concierge for all your financial needs.
Each client has a dedicated relationship manager and direct access to the firm's principals. Communications are confidential, decisions are driven solely by the client's objectives, and arrangements are fully segregated and private.
Membership
Request access.
Membership is selective and subject to eligibility, onboarding, and AML/KYC and sanctions checks. Request a confidential introduction.