Wealth · Portfolios · Advisory

Considered investment management for the long term.

Larkfield builds and manages diversified portfolios for private clients and institutions, with discretionary mandates, reporting and dedicated advisers.

$4.6B
Client assets
1971
Established
9
Offices
312
Client households

A portfolio, not a product

Discretionary and advisory mandates built around each client's objectives.

mandates

Discretionary mandates

Portfolios managed to an agreed risk and objective profile.

advisory

Advisory

Recommendations with execution left in your hands.

reporting

Consolidated reporting

One statement across custodians, currencies and asset classes.

planning

Wealth planning

Tax-aware structuring across generations and jurisdictions.

research

In-house research

Macro and manager research behind every allocation.

custody

Custody & safekeeping

Assets held with established institutional custodians.

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