Our clients trust us to manage over £1bn of their wealth, £650m of this through our own discretionary services*. We take this trust extremely seriously, and have a robust investment process built over many decades to continue to provide our clients with the investment experience they have come to expect.
Our Approve
A fundamental part of your financial plan is how your investments are arranged and managed. Your financial planner, after understanding where you are in life and what you wish to achieve, will work with our investment team to make sure your investments are set up efficiently and suited to your specific needs.
We believe in these main investment principles:
Risk Management
our investment experience is tailored to your needs and appetites. We then continue to manage this on your behalf so you can have peace of mind.
Diversification
Diversification comes in many forms. In a portfolio it comes from geographical positioning, different assets, currency considerations.
Active Management
In an ever-changing world of fast paced events, it has never been more important to have a trusted manager able to make decisions on your behalf.
Detailed Analysis
Fund manager meetings and detailed analysis in order that our portfolios continue to include the best funds for a portfolio's investment.
Solutions for Every Need
There is not a one size fits all approach to investing and that is why our investment team and your financial planner are able to consider a wide range of options to suit your specific needs:
Clients receive regular updates from our investment team, setting out their thoughts on world events and market movements. You will never be in the dark about your investment or how it is being managed.
