CEO and Founding Partner
We Don’t Sell Our Own Products
Unlike other financial advisers, we don’t sell ‘one-size-fits-all’ products. Instead, we believe that your portfolio should be as unique as you are, and match your specific requirements. This ensures a service that prioritises your needs, and not ours.
Having worked in and with private banks, fund management companies and trust administrators amongst others and been private clients ourselves, we have seen how the pressure to sell products often leads to a poor outcome for the clients. We learned fast and took action by establishing Connectum in 2002.
We like to view each client relationship as a long-term ‘partnership’. Instead of selling you products and services that you don’t need, we’ll act as your trusted advisors. This approach guarantees that your best interests are protected at all times.
We specialise in helping business owners invest their money for the future benefit of themselves and their families. However, through our strong reputation, we have attracted an incredibly diverse client base from all over the world.
The one thing they all have in common, is that they want to safeguard their future and pursue life on their terms.
How We Can Help You
A Tailor Made Plan
The first thing we’ll do, is find out what matters most to you. Then, we can invest your money in a way that matches your exact requirements. This will allow us to create a long-term plan that safeguards your financial future.
A Stress-Free Experience
We want to ensure that you get the most out of every single penny you invest. Our charges are transparent and predictable, and there won’t be any nasty ‘surprises’ for you to worry about, further down the line. We’re only happy when you’re happy.
Peace Of Mind
We work very hard to ensure open and honest relationships with all of our clients. If sensible changes and adjustments to your investments are required along the way, we will always tell you. This ensures a ‘future-proof’ service that protects your investments.
We understand that money isn’t just a number, it’s a vehicle to your financial freedom. As such, we work in a predictable and disciplined manner, to ensure the smoothest journey possible. This will allow your investments to produce the best possible returns, and get you where you want to be at a much faster rate.