Investments & Wealth
Family office structure, alternative assets, succession and the tax architecture underneath all of it. Held together so that decisions in one area do not quietly undo another.
Wealth Management
Introductions to private banks and independent managers, with foundations and alternatives alongside.
ExplorePre-IPO & Unlisted Shares
Introductions to vetted brokers and regulated funds dealing in unlisted and pre-IPO equity, with independent verification of the counterparty, the paperwork and the tax position before you commit.
ExploreHow we work
Investments & Wealth, held by one desk.
Beckon is not a wealth manager and holds no investment licence. What we do is help you see what you already have, find where a properly regulated adviser would add something, and make that introduction without anyone paying us for it.
We also give access to unlisted and pre-IPO holdings where the seller and the chain of title can be verified, and we tell you clearly when they cannot.
Questions, answered once
Do you give investment advice?
No. We introduce regulated advisers and help you compare them. Investment decisions are made between you and them.
Are you paid by the banks or managers you introduce?
No. Beckon takes no commission, referral fee or trail from any bank, manager or fund. Our only income from a member is the membership fee.
Can our existing advisers stay in place?
Yes. Most families already have advisers, and we work around those relationships rather than replacing them.