Investment management

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.

Investment Management

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.

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.

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