Family Office
Dedicated to giving individual investors the finest thinking, products and services in the financial world
ThomasLloyd concentrates on special advisory for high net worth, and ultra-high net worth individuals in all issues of wealth administration. Our specialists, who have been working in this discipline since 1991, advise individuals and families on the whole spectrum of wealth management issues. We deliver custom-tailored financial solutions and ongoing risk management through a group of institutional experts. As ThomasLloyd’s premier service for individuals and families we provide uncommon access to expertise, investments and services that are usually only available to financial institutions, large corporations and governments.
At the heart of our corporate philosophy are the following principles:
- The client always deals with one senior decision maker (partner)
- Independence in advice, we are not bound to any bank or investment product provider.
- A holistic view on the objectives and the entire assets of our clients. We take account of investment management of private and/or family wealth or foundation covering all asset classes and instruments. We also consider all economic, legal ,tax and inflationary aspects, wealth protection, real estate management and consulting for entrepreneurs.
- Access to a global open-architecture institutional investment universe
- The extensive use of all our proprietary research within the ThomasLloyd Group, which is the basis and starting point of all our investment decisions
- Where permissible the substantial commitment from the ThomasLloyd Group investing alongside its clients
These are principles, that we believe in this combination are unique in the financial sector.
The wealth of our clients has been created with much effort and courage, quite often taking the creativity and intelligence of several generations. We at ThomasLloyd know of our responsibility in managing these assets and consulting to their owners, be it families, individuals or foundations.