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.
We have over a century’s experience in managing private client wealth.
Around £19.5 billion of funds under management and advice as at 31 December 2018, the majority for private clients.
Our bespoke investment portfolios typically start from £250,000, while our MPS offering is suitable for amounts of £20,000 and above.
We have more than 170 investment managers, which includes over 55 who are also specialists in collective investment research.
Our awards & ratings
Our Managed Portfolio Service has been awarded a 5-star Defaqto* rating from 2014-2018
Our Discretionary Fund Management Service has been awarded a 5-star Defaqto* rating from 2015-2018.
Citywire Wealth Manager, Investment Performance Awards 2017 Winner - Best Overall Large Firm
Citywealth Magic Circle Awards 2017 Winner - Best Private Wealth Manager
*Defaqto is an independent financial research and software company specialising in rating, comparing and analysing financial products and funds. It provides an independent, unbiased mechanism for helping people instantly understand where a product or proposition sits in the market, based on the features and benefits it offers. The 5 Star Rating represents an excellent product with a comprehensive range of features and benefits.
The future of financial advice
A discussion around the obstacles and opportunities in the ever-evolving advisory market
MPS Review of 2018 & Outlook for 2019
A look back at the highlights of 2018, and a look forward to what 2019 is likely to bring.