NICKOLDS Enquire

Individuals · Families · Family Offices

When the complexity of family wealth outgrows the capacity to manage it.

How Nickolds works
Read on

Significant wealth rarely sits in one place.

Significant wealth is often distributed across private banks, investment managers, businesses, property, lending, structures and professional advisers.

Each may perform its role well.

Yet wealth can be well managed by individual institutions and still be difficult to understand as a whole.

Every institution understands its own responsibilities.

One relationship across the whole.

What is often missing is one independent relationship responsible for understanding how the whole fits together.

Nickolds provides that relationship.

What that relationship does.

We understand the person, family and history behind the wealth, examine the information surrounding it and coordinate the private banks, investment managers and advisers involved.

We establish what you have, what you pay, what you receive and where responsibilities or information remain unclear.

We do not begin by assuming that existing relationships need to change. Our role is to establish what the available evidence supports and what, if anything, genuinely requires attention.

The result is greater clarity over your arrangements, their economics, the institutions responsible and the matters that remain unresolved.

DISCOVER · RESOLVE · NAVIGATE

THE OORF

The operating record for the relationship.

DISCOVER, RESOLVE and NAVIGATE are connected by the Operational Oversight and Reporting Framework, or OORF.

The OORF in full
  1. 01
    The family
  2. 02
    The institutions
    • Private banks
    • Investment managers
    • Businesses
    • Property
    • Lending
    • Structures
    • Professional advisers
  3. 03
    What is recorded
    • Provider information
    • Supporting evidence
    • Responsibilities
  4. 04
    What is followed
    • Agreed actions
    • Outstanding questions
    • Recorded outcomes
  5. 05
    What endures
    • Review cadence
    • Continuity

Independent by design

Paid by you, not by them.

No products. No commissions. No provider payments.

Why Nickolds

FOUNDER

Piers Nickolds

Piers Nickolds founded Nickolds following fourteen years working in private banking and investment advisory, including Goldman Sachs, UBS, Pictet, J. Safra Sarasin and AlTi Tiedemann.

The relationship should be organised around the client, not around the institution.

About the founder
NICKOLDS

Private Wealth.
Built Around You.

DISCOVER · RESOLVE · NAVIGATE

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