What we do
Wealth Advisory
Clarity for complex wealth
We advise individuals and families whose financial lives span markets, structures, and jurisdictions, where decisions carry consequences beyond returns. Our role is to provide perspective, coordination, and steady judgment, helping clients define direction, weigh trade-offs, and act with confidence as conditions evolve across generations and regulatory landscapes.
Our Philosophy
Guided by perspective
Our advisory work begins with context. Before discussing products or allocations, we seek to understand the personal priorities, governance dynamics, and long-term objectives that shape each client’s wealth.
Seeing connections
Financial decisions rarely exist in isolation. We help clients understand how choices interact across assets, jurisdictions, and generations, ensuring that actions taken today support coherence over time.
Clarifying priorities
Perspective means distinguishing what is urgent from what is important. We help clients define objectives clearly, balance competing demands, and make trade-offs with intention.
Reducing noise
Complexity is not inherently valuable. We simplify where possible, question assumptions, and filter distractions that obscure long-term outcomes, ensuring decisions are guided by substance.
Setting direction before action
Only once direction is clear do we move forward. From that foundation, advice becomes coherent, decisions deliberate, and wealth managed with confidence rather than momentum.
“We build one-off solutions. No templates. No off-the-shelf thinking. Just considered strategies designed to preserve and grow meaningful wealth over time.”
Our Approach
From strategy to allocation
Strategy defines priorities; allocation translates them into practice. Rather than chase short-term signals, portfolios are constructed to reflect objectives, liquidity needs, and governance realities.
Building portfolios with intent, not templates.
Large financial institutions often rely on standardised asset allocation models. At Arbra, we tailor portfolios to each client’s objectives, constraints, and time horizon.
Our Capabilities
Advisory, built on insight
At the core of our wealth advisory strategy is a dedication to offering our clients a range of personalised services that will protect and grow their wealth, wherever they are on their investment journey.
Portfolio strategy
Strategic asset allocation, portfolio design, and ongoing review across public and private markets, aligned with long-term objectives, liquidity needs, and evolving circumstances.
Risk, liquidity, and protection
Managing downside exposure, concentration risk, and liquidity across cycles, jurisdictions, and asset types, ensuring resilience under varying market conditions.
Structuring and governance
Advisory around holding structures, family governance, and decision-making frameworks, designed to provide clarity of control, alignment of interests, and continuity over time.
Strategic transitions
Support around major changes such as liquidity events, reallocations, relocations, or generational planning, helping clients navigate complexity while preserving long-term direction.
Coordination and implementation
Acting as a central point of judgment alongside banks, lawyers, and other advisors, ensuring advice is aligned, decisions are coherent, and execution is consistent with strategy.
Our Views
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