Join the watch
Open your file.
Before the desk can watch your wealth, it needs to know what it is made of. The questions below build your file. Answer what you can; the desk follows up on the rest in person.
Your answers are not put to work as a list of separate watches. The desk reads them together, builds one picture of your position, and watches that. The more it knows, the more relevant every alert.
02 The scale
Approximate scale of the wealth to be watched Select... Under £10m £10m to £50m £50m to £250m Over £250m
Roughly how many institutions hold it 1 to 3 4 to 8 9 to 20 Over 20
How many countries does it touch 1 to 2 3 to 5 6 to 10 Over 10
03 Banks and deposits
Which banks or electronic money institutions hold cash or treasury for you
Do any hold balances above the local protection limit Yes No Unsure
Your primary banking jurisdiction
04 Custody and securities
Which custodians or prime brokers hold securities for you
Are those accounts segregated Yes No Unsure
05 Structures
Which structures hold your wealth Trusts Foundations Holding companies Nominee arrangements None
The main structures and their governing jurisdictions
Who maintains them A single family office Several advisers Trustee companies I do
06 Property and private holdings
Where you hold real estate, and roughly how it is held
Do you also hold any of these Operating businesses Private equity stakes Fund commitments None
Country of your primary residence
07 Digital assets
How are digital assets held On exchanges Self-custody Staked or validators Stablecoins None
Which exchanges or custodians, if any
08 Counterparties
Any key counterparties, advisers or institutions your wealth depends on
Have any given you concern in the past year Yes No
09 Identity exposure
Is your home address on any public company filing Yes No Unsure
Have you been named in a data breach or leak before Yes No Unsure
Family members whose exposure should also be watched (optional)
10 Priorities and alerts
What concerns you most about your wealth right now
How often do you want to hear from the desk Every relevant signal, at once A daily summary A weekly summary
Which watch are you considering Select... The Watch, £240 / month Private Watch, £1,400 / month Not sure yet
Submit your file
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