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Investment management

A diversified, multi-asset approach to investing

The money you invest represents your ambitions, plans and hopes for the future. This why your personal goals are at the centre of our investment management approach.

Whether you’re looking to grow capital, generate income or provide for your family’s future, our dedicated experts manage your assets in a careful, rigorous and responsible way.

Bespoke Investment Management Service
Tailor your investments in the way that works best for you, with our truly personal approach.
Socially Responsible Investment Service
Invest in a way that reflects your values and allows you to make a positive impact.
Close Inheritance Tax Service
Optimise your Inheritance Tax position in a cost-effective way.
Managed Portfolio Service
Our service offers advised clients multi asset class portfolios in four distinct strategies, each with its own risk profile and performance objective.
Our funds
Access a wide range of opportunities across different asset classes.
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A clear philosophy

We believe in active management across diversified, multi-asset portfolios. Our focus is always on the best ways to protect wealth – especially in turbulent times.

We carry out regular reviews of the markets and our portfolios so we can take advantage of new opportunities – or move to protect your interests – as quickly as possible. Our approach is long term, transparent and underpinned by research.

Our philosophy
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Becoming a client

However much you have to invest – and wherever you decide to invest it – you’ll get the same meticulous, robust support from our team.

From the outset, we work with you to understand your needs and what you want to achieve with your investments. We remain focused on these throughout your relationship with us – so you can rest assured that you, your family and your future are always front of mind.

Find out more

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.