Private Office

Private Office.

Wealth is supposed to buy you freedom.

But the more you have, the more there is to manage. Multiple accounts. Multiple investments. Multiple sources of information. Multiple advisers. It can feel like a full-time job.

But nobody’s running the business of you.

Who’s keeping track of what you’re worth? Or giving you a real-time view of risk? Who do you trust to give you a single version of the truth? Whether it’s your tax position, retirement strategy or inheritance plans, who is making sure that everything is in the best shape?

Let us be your disaster recovery plan.

Fabric Private Office acts as fiduciary, fixer and family friend to our clients. If there are things in your head, we will get them on paper. If there are important documents, we’ll make sure they’re up to date and held somewhere your family can find them. We will get to know your finances. But more than that, we’ll get to know you. What drives you? What are you planning? What are you doing all this for?

We’re about solving problems not selling products.

We bring together sophisticated financial planning, institutional-quality investment management, and private banking expertise under one roof. With broad capabilities, wide regulatory permissions and no ties to financial providers, we put together solutions based only on what you need. There’s no off-the-shelf answer – just a cast-iron methodology for asking the right questions.

We know we have to earn the right to be trusted.

What’s hard-earned is closely-guarded. So we create wealth proposals at our own expense, spending 50 hours on average doing it. You only pay if you take up our recommendations.

We’re built for entrepreneurs.

Your biggest asset is the business you’ve built. But it’s your biggest risk too. You’ve invested most of your wealth in a single stock that depends on you for its success. If something happened to you, your business could come under threat – and so could your family’s future. Our approach reflects that. It’s about making smart decisions for you and your business – not one or the other.

Private Office.

It’s work-life balance - but for your Money.