Professional introductions
Start with the brief for an investment professional.
If you need help structuring assets or evaluating an investment service, we help clarify the brief and discuss a relevant professional. The provider confirms their authorisation, scope, fees and whether the service is appropriate for you.
Define the brief
Describe the assets, jurisdiction, decision and timing. Your representative can contact us in their own name.
Check the provider
Ask for authorisation, regulator details, fees and conflicts before entering an engagement.
Review risk and terms
Discuss liquidity, custody and potential losses. Previous results do not establish future outcomes.
The UHNWI coordinates introductions and does not manage portfolios or hold client funds. This website does not present a verified investment track record or a target return. We may receive a commission from the provider after a completed transaction; the arrangement is discussed before an introduction.
What happens next
- 01
Describe the brief
Tell us the destination, the decision and your timeframe. Representatives can use their own contact details.
- 02
Discuss the right introduction
We clarify the scope and discuss a relevant specialist. Availability, experience and fees are confirmed for your brief.
- 03
Choose whether to proceed
We seek your approval before sharing your brief with a proposed partner. Their terms and professional advice come directly from them.