Our clients
People and organisations we partner with.
Different goals, the same principle - advice built around your life, not a product shelf.
Individuals
Wealth that grows with every stage of life.
At Oris Invest we work with individuals at every life stage, from young professionals building wealth, to retirees preserving it. Our approach is grounded in independence, transparency, and alignment with your goals.
How we help
- Investment portfolio management - grow and preserve your wealth through tailored, risk-aligned investment strategies.
- Retirement planning - whether you’re saving towards retirement or structuring drawdowns, we help you plan with clarity.
- Estate & legacy planning - navigate complex decisions with confidence, ensuring your wishes are honoured and your legacy protected.
- Personal risk cover - assess, structure, and review insurance to safeguard against life’s uncertainties.
Family trusts
Stewarding wealth across generations.
We work with trustees and families to ensure trusts are not only compliant, but purposeful. Whether you’re managing intergenerational assets, preparing for succession, or ensuring liquidity, we bring structure, transparency, and strategic insight.
How we help
- Investment management aligned with the trust’s mandate.
- Trustee services and support - financial guidance to trustees and beneficiaries.
- Succession and continuity planning.
- Optimisation of distributions for tax and liquidity planning.
- Liaison with fiduciary providers and accountants.
Business owners
Protecting what you’ve built and unlocking what’s next.
As a business owner, your personal and professional wealth are often deeply intertwined. At Oris Invest, we help you manage risk, extract value, plan for growth, and prepare for smooth succession - ensuring your business success translates into personal financial freedom.
How we help
- Optimising personal and business cash flow.
- Director and owner remuneration strategies.
- Risk protection and key person insurance.
- Investment of surplus business capital.
- Exit strategy and legacy planning.
Non-profit organisations
Managing capital with intention and integrity.
At Oris Invest, we support non-profit organisations in managing capital with intention and integrity - from community-based trusts to national charities and foundations. Our approach blends financial stewardship with clarity, compliance, and compassion.
How we help
- Investment policy & portfolio management - align your reserves and endowments with a clear mandate for growth, liquidity, and ethical responsibility.
- Cash flow & reserve planning - ensure your non-profit remains liquid while meeting both short-term obligations and long-term objectives.
Let’s build a strategy that works for you.
Honest conversations, thoughtful action, and a strategy that evolves with you.