As a  Senior Partner Practice of St. James’s Place, we help business owners and senior executives take control of their financial future – so you can enjoy today and feel confident about tomorrow. 

Founded by award-winning adviser Kanishk Swarup, who has 10 years of experience as a financial adviser and another 10 years of experience working as an Equity Derivatives trader at global investment banks like Credit Suisse, JP Morgan, and BNP Paribas, we specialise in guiding high-net-worth, time-poor individuals who want financial planning and advice to protect and grow their family’s wealth.

We serve clients who are in these two key phases of life:

Wealth Builders (Ages 35-55): Senior executives and business owners in their prime – focused on raising families, scaling their careers and accumulating wealth.

Wealth Preservers (Ages 55-75): Individuals preparing for retirement, managing generational wealth, and planning a meaningful legacy with their accumulated wealth.