A service built around you
We provide a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals and multi-asset investment management to financial advisers, trustees, consultants, family offices and charities.
How can we help?
- I would like to contact my dedicated investment manager or financial adviser.
- I would like to access financial planning and investment advice, from a qualified financial adviser.
- I would like an investment manager to build and manage an investment portfolio for me.
- I would like to choose and manage my own investments online.
How can we help?
Our people directory provides contact details of all our investment managers and financial advisers.
How can we help?
For individuals needing help and advice on a specific financial decision, or support building a long-term financial plan to meet their goals.
How can we help?
For individuals, charities and trustees with more complex investment needs, who require a more tailored investment service, with or without a financial planner.
How can we help?
For individuals who are happy to make their own investment decisions and are looking for a low cost way to invest online, with easy access to advice if required.
Are you a financial adviser?
Want financial education services for your employees?
News and insights
The value of investment research: Uncovering disruptive growth themes
- Investment management
- 5 minute read
Here are a few areas where our in-house research team has identified potential for growth.
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Chinese New Year, same old trade woes
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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Domestic economy conundrum
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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Downside risk
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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Plan A 2.0
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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Last plan standing
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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New year, new markets?
- Weekly update
- 2 minute read
Here's a weekly update from our Investment Team.
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Market update
- Market update
- 5 minute read
Given the volatility in markets, we are cognisant that clients may be feeling uneasy. Here is an update from our Investment Team.
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Investor Insight - Autumn 2018
- 10 Oct
- Market update
- 4 minutes
Nancy Curtin, Chief Investment Officer, and Robert Alster, Head of Research, summarise the output of our recent investment committee meeting.
Watch videoFor more information or to arrange a free consultation please get in touch.