The Hundle Model: Redefining Wealth and Investment Management

Like many of my peers, I spent the first part of my career working at some of the world’s leading global investment management and private banks. During 16 years, I had the privilege of working alongside exceptional colleagues, gaining invaluable experience, and supporting sophisticated clients with complex financial affairs. However, over time, I became increasingly frustrated with the constraints of traditional client service models.

Like much of the wealth and investment management industry, these institutions may offer vast resources – but they are often also burdened by short-term sales targets, product-driven incentives, oversized compliance departments created to deal with historic mismanagement, and a rigid corporate structure that limits the ability to truly tailor solutions for clients. I found that genuine client relationships were too often overshadowed by commercial pressures and bureaucracy, which ultimately limited the quality of advice and service.

So, in 2016, I left the world of large financial institutions to set up a single-family office which supported the personal ambitions of a founder as well as his insurance company. The aim was to build something that was entirely aligned with my client’s needs both as an individual and institution. The experience was transformative. It showed me what wealth management could and should be: holistic, client-first, and at liberty to consider every aspect of financial life without a sales-driven agenda.

That initial single-family office soon evolved into something larger. I saw the opportunity of bringing this approach to more clients who were looking for a strategic partner rather than a product-focused advisor. This was the genesis of Hundle – a multi-family practice designed to offer the single-family office experience to a broader range of clients, from private individuals to large institutions.

To achieve those ambitions, we are built on three distinctive pillars: true independence, total integration, and tailored insight.

TRUE INDEPENDENCE – CREATING A STRUCTURE THAT PRIORITISES LONG-TERM VALUE

One of the core differentiators of Hundle is our independence. We are owned and managed by the Partners, not by external shareholders. This may sound like a simple distinction, but its implications are profound.

Unlike traditional private banks or investment managers, we are able to focus entirely on what is best for our clients. We do not have external pressures from shareholders or internal management to meet product quotas. Rather than chase short-term gains, advisors at Hundle can focus on delivering the highest quality advice and building long-term relationships with their clients.

Free from the ever-increasing constraints of a traditional single bank structure, Hundle has attracted some of the best talent in the industry. Here, leading advisors have the autonomy to make insightful decisions, drawing on the best ideas across finance — all within a collaborative culture that encourages knowledge-sharing among highly trained technical experts. This is the foundation of our second pillar.

TOTAL INTEGRATION – LEVERAGING EXPERTISE TO ASSESS WEALTH HOLISTICALLY

We draw our advisors from the best institutions in the industry, building a team of technical specialists practiced in a wide range of financial disciplines – from investments and private markets to credit and tax/wealth structuring. This allows us to advise on every aspect of our clients’ financial lives, unlike traditional private banks that often focus solely on managing investment portfolios.

Whether structuring wealth for future generations, optimising credit solutions, or managing complex investment allocations, we are able to take an integrated approach to financial planning of both liquid and illiquid client assets. As frontrunners of the industry, our teams also have access to cutting-edge tools and technology that supports them effectively deliver truly comprehensive ‘total balance sheet’ solutions.

But what truly sets us apart is blending this institutional rigour with the kind of personalised strategic thinking usually reserved for only the largest clients at private banks. By applying these principles to all our clients, we ensure that families, private individuals, and smaller institutional clients benefit from the same calibre of investment expertise that major institutions receive.

TAILORED INSIGHT – DESIGNING BESPOKE SOLUTIONS FOR EACH INDIVIDUAL CLIENT

We believe that investment management should be as unique as the individuals and institutions we serve. We take a genuine interest in our clients and their needs, creating solutions that are tailored to their specific circumstances and objectives.

This level of personalisation is increasingly rare in the industry. Many large firms offer standardised solutions that fit within predefined categories. At Hundle, we reject this approach. Instead, we take the time to understand each client’s situation in detail, designing financial strategies that align with their goals, risk tolerance, and long-term vision. Whether we are working with an institutional client or a private individual, our insight is always tailored and our services always bespoke, ensuring that each client receives the attention and solutions that are in their best interest.

THE HUNDLE DIFFERENCE – BUILDING SOMETHING BETTER

Hundle was founded on the belief that wealth and investment management can be better. We have created a model that prioritises an open architecture, integrated approach, and solutions designed in the interest of the client. In doing so, we have freed ourselves from the constraints of traditional private banking and asset management and built a firm that is fully aligned with our clients’ needs, focused on sustainable growth, and dedicated to their long-term success.

At our core, we are here to build value, not just worth. For those seeking a trusted partner who prioritises relationships over transactions, expertise over marketing, and true independence over corporate agendas, Hundle offers a refreshing alternative. Equally, for top advisors who want to operate in a firm that values quality over quantity and puts client needs first, Hundle provides an ideal home. It is our mission to build lasting partnerships and provide world-class solutions – because our clients and advisors deserve nothing less.