01
Define your objectives
Income, security, family, projects, giving — translated into a written investment policy.
New to significant wealth
An experienced partner from the first decision.
An inheritance, a liquidity event or a large payout brings choices most people have never had to make. We mobilise within days and work at your side while you learn the ground.
Understand before you commit.
Significant capital attracts proposals quickly. We help you understand what you hold, what you want it to do, and how to judge the people offering to manage it, so that each commitment is made with full knowledge.
How we work alongside you
Four steps, at your pace.
02
Learn the ground
Plain-language briefings on asset classes, fees, risk and structures, at the depth you choose.
03
Select and brief
Banks and managers shortlisted, briefed and compared against your policy.
04
Oversee over time
Regular reviews of performance, costs and risk, with an independent view at each meeting.
Why The Reference Group
Operators at your side within days.
Operator’s judgement
Advice from people who have run businesses, sat on boards and carried the consequences of both.
Network and reach
Swiss-anchored and working across Europe and the Gulf in English, French and Arabic, with a network of capital, counterparties and specialists opened when it is useful.
Rapid mobilisation
When a sale closes or circumstances change, we are at the table within days.
Discreet
Client names stay confidential. Most of our work arrives by referral.
Questions
Frequently asked.
I have just inherited a large amount. What should I avoid?
Long lock-ups, complex products and structures you do not fully understand, and decisions taken under time pressure. Keep things simple until your objectives are written down.
How do I protect and preserve an inheritance over the long term?
Write down what the capital must achieve, keep it with banks and custodians you have chosen, diversify, control costs, and review it on a fixed rhythm with an independent view. Structures and family governance follow when the situation calls for them.
How do I choose a private bank or wealth manager?
Against a written brief: services, fees, reporting, custody, and the people who will serve you. We run that process with you and compare the answers.
Who holds my assets?
Your assets stay with the banks and custodians you choose. We advise you and oversee those relationships on your behalf.
How quickly can you start?
We mobilise within days of a first conversation.
Can you support the next generation too?
Yes. We run briefings for family members and help set up family governance where it is useful.
Related situations
After a company sale
A signed exit turns a company into capital. We mobilise within days and work alongside founders and shareholders as they decide what that capital becomes.
Read more →After a change in the family
A divorce, a bereavement or a change in the family can leave one person responsible for assets someone else used to handle. We mobilise within days and stay alongside you for as long as you need.
Read more →Questions we are asked
Start here
Tell us the situation.
A first conversation costs you nothing and commits you to nothing. It is also the fastest way to find out whether an independent view would change your decision.
If it would not, we will say so.
Or write directly:
info@thereference.group