At Calyx we believe that the key to success in private wealth management rests with the quality of the services that clients receive and that good investment products are not difficult to identify or access.
We exist because most financial institutions have standardized their offering, whereas we recognize that no two individuals or families are identical:
One Size Fits One.
Clients join Calyx at different stages of life, and with different and changing objectives in mind. When you become a client, the entire team gets to know you and your family.
During your wealth cycle you will make important and lasting decisions. You will seek guidance and input from experts you trust and rely on, advisers who listen to your priorities, concerns and needs.
We communicate and meet with you throughout the duration of our relationship, in order to grasp what matters most to you and those close to you.
We appreciate that ours is not a scalable model and may not be suitable for all clients. We are solely motivated by building long lasting relationships as opposed to delivering scale. This is why our Relationship Managers work with a limited number of clients.
Epictetus, a Greek philosopher once wrote:
“We have two ears and one mouth so that we can listen twice as much as we speak”.
We could not agree more.