Never losing sight of what you want for the longer-term, our patient and persistent approach is coupled with shorter-term tactical adjustments to address your investment aims.
When designing your portfolio, we give you access to the best and most suitable investments, with the ability to borrow against it whenever necessary.
We base our actions on a thorough understanding of your risk tolerance, aspirations, and personal, family and business circumstances.
Our discretionary investment service covers the entire spectrum of assets, from equities to bonds, property, hedge funds and commodities, moulded together in calculated proportions to provide you with the right level of risk and potential reward.
- Direct access to a dedicated Investment Manager focused on understanding your business, family and life goals before investing your money
- Unbiased investment selection with no in-house products
- An unparalleled number of investment mandates in sterling, US dollars and Euro’s
- Constant oversight and decision-making to ensure your portfolio remains on track
- Insight into your portfolio’s positioning and performance via our online Investor Portal
- A transparent fee structure free of conflicts of interest
Whether a personal, joint or family portfolio, your pension fund, or a charity or trust, we offer a choice of investment style, with a range of options in each to meet your specific objectives.
Global Asset Allocation
A service run in the traditional manner, where investment returns are driven principally by our ability to move your wealth between distinct asset groups such as equities, debt/bonds, hedge funds and property, as well as through the selection of the underlying investments themselves. Offered in GBP, USD and EUR, the mandates are proactively managed. For those concerned with investment costs, a less actively managed range is available with lower cost underlying funds often simply tracking the main indices.
Global Select Service
Popular with clients looking for something a little different from the investment community, we research and select current thematic investment opportunities from which we construct a portfolio that meets your risk appetite. Our range of solutions cover mandates requiring a greater certainty of positive returns through to mandates more demanding of higher returns, and may include less liquid investments.
In addition to our two core investment services, we offer the following:
Higher Income Service
As a trustee of a charity or life interest trust, you may need to keep capital growth and income separate, to be deployed to different beneficiaries with differing interests. Our service does just that, ensuring the objectives of all parties are catered for.
Business Property Relief
Where tax advice* and a risk assessment suggests this service is suitable, we manage a portfolio of company stocks listed on the Alternative Investment Market and other products that will likely qualify for relief against inheritance tax.
Custody and Execution
Whether you hold stock for sentimental, business or tax reasons, or simply wish to make your own investment decisions, we can execute on your behalf, safekeeping assets whilst providing you with the convenience of our reporting. Assets can be held in London or Offshore.
