In an increasingly commoditised world we offer a bespoke management service to complex multi-jurisdictional clients, including direct access to the investment manager responsible your portfolio.
As one of the UK’s leading independent private client wealth managers with growing funds under management our family office clients benefit from the extensive experience we have accrued helping protect and enhance client capital since 1881.
The core of our investment service is discretionary portfolio management
in the form of direct equity and bond investment. We also offer a managed funds service, advisory broking and alternative strategies based on absolute returns.
We appreciate that there are different approaches to investment, but in the broadest sense, we are conservative investors, conscious that real capital preservation is a priority for most families. However, our flexible approach means that we often accommodate investment briefs that fall beyond more conventional remits.
How we help
- Discretionary and non-discretionary portfolio management
- Direct equity and bond investment
- Managed funds services
- Alternative strategies based on absolute returns
- Investment process and portfolio administration
- Investing for children and grandchildren
- Inheritance tax
- SIPPs and ISAs
Our bespoke investment management services
for families can be provided as part of our overall family office offering or as an individual element.
Investment does involve risk. The value of investments can go down as well as up. The investor may not receive back in total the original amount invested.