Global Advisory
Helping clients define and achieve their M&A, strategic and financing goals with the best possible results, whatever their objectives and wherever they are.
Independent financial services
One of the world's leading independent financial services groups
We have stood at the heart of the world's financial markets — and set the benchmark for outstanding client service — for more than a century and a half.
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Markets
What we do
Three complementary businesses
Wealth & Asset Management
Wealth Management preserves and grows the wealth of individuals and families over the long term, while Asset Management delivers bespoke investment solutions to institutional clients and advisers.
Alternative Assets
The alternative assets arm of Castellan Capital, deploying the firm's capital alongside a select group of leading institutional and private investors.
587
transactions in 2025
totalling $482bn
Global Advisory
$126bn
total Assets under Management*
Wealth & Asset Management
$28bn
Assets under Management*
Alternative Assets
*As at 30 June 2026
Live activity
Indicative demo data
The market is moving — in real time
Indicative, continuously simulated visitor and transaction activity across our global offices.
Recent visits
Recent deal activity
Insights
Latest perspectives
Bonds, ballots, and the elephant in the room
Markets are navigating geopolitical uncertainty, shifting rate expectations and the rapid expansion of artificial intelligence.
Growth Equity Update — Edition 54
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Asset Management: Monthly Macro Insights
AI-linked investments continue to support global growth, but they also contribute to a sustained rise in long-term rates.
Back to the future
In recent years, artificial intelligence has taken centre stage, fuelled by promises and applications now a reality.
About us
At the centre of the world's financial markets for over 150 years
We are a leading global financial services group, drawing on the experience of five generations of independent ownership. Our three complementary businesses are united by a shared approach — a unique fusion of heritage, scale and expertise.
From our inception to the present day we have retained an entrepreneurial spirit, embracing innovation and looking to go further for our clients.
Latest news
Press releases & news
01 / 08
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