It is widely reported in the financial press that more and more high net worth clients are turning to the independent wealth specialist. Why? Clients are looking for a more pro-active diversified approach to managing their affairs rather than looking for an "all-in" provider where potential conflicts may arise. Further the larger providers where fiduciary services are not their core business are outsourcing much of the work.
Independence is also the means of having the freedom to react quickly to the changing financial environment, to make decisions free of any “in–house” restrictions and to work with the providers of the clients’ choice.
By Helix “sticking to our knitting” and focusing exclusively on wealth planning and structuring, we are able to offer a superior level of service with an approach that is professional and dynamic yet tailored to the evolving needs of our clients in a continually changing world.