Bespoke portfolio service

Taking time to understand your situation is at the heart of our approach to portfolio management.

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High-quality customised portfolios are at the heart of the service we provide. You will receive expert advice and help from our experienced investment managers to help you define your objectives and consider your requirements over time.

We construct a portfolio to suit your current and future needs recognising that circumstances can change and consequently adopt a flexible approach.

We do not confine ourselves to a particular methodology and eschew "off-the-shelf" solutions; our key interest is in providing a top-quality actively-managed service that seeks the best possible results for clients, within the appropriate risk tolerance they have selected according to their needs.

It’s important to remember that the value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Meeting your needs

Personal

You will have direct access to your investment manager and the team who help manage your portfolio. This means you can always pick up the phone to someone who will be familiar with your investments.

Experienced

We have extensive knowledge of the sector, allowing us to deliver bespoke, customised solutions that provide value beyond the brief. You will be working with a team that has accumulated a wealth of experience and understands the industry inside-out.

Supportive

We will work closely with you to understand your situation and look at things from your point of view. We can help pull together all the relevant information quickly to enable you to make critical decisions.

Our credentials

Proven

We have been managing our clients’ portfolios for many years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.

Dedicated

To high-quality investment services including active portfolio management across all asset classes to ensure diversification and the effective management of risk.

Risk focused

Understanding clearly what you mean by risk is a fundamental part of our investment process. We believe that managing risk is an integral part of constructing a portfolio and deserves the same consideration as individual investment decisions.

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.