A first-class, bespoke service
For those with £1m+ investable assets
We take the time to understand your exact personal requirements, demonstrate sound judgment in the investments we manage, and make an enduring commitment to meeting your evolving needs over the long-term. We aim to provide the same kind of dedicated service experienced by major banks and financial institutions, but focused directly on your personal investment goals.
Your trusted adviser
Our clients rely on us to look after their wealth – in many instances their entire livelihoods, everything that they have earned in their working lives. They give us the privilege of looking after what is probably the most important thing in their life, after their personal health and family.
We are committed to building trust and delivering a consistently first-class and high-quality service. Our team have been managing client portfolios for an average of 20 years, through changing market conditions. The value of all investments can go up or down, so our job is to show clearly every day that we deserve the trust placed in us to protect and grow our clients’ wealth.
Why choose a bespoke investment management service?
Access to a dedicated, highly-qualified and experienced investment professional.
A long-term relationship, valued by both our clients and their investment managers.
The ability to invest globally, including direct overseas exposure, with the expertise of our research team.
The support of a team of in-house experts for any complex financial planning needs, as well as tax-efficient and specialist investments.
A demonstrable track record of outperforming clients' expectations.
Our bespoke investment service, along with our advisory and platform services, has been recognised as offering high levels of dedicated personal service, portfolio-level customisation and excellence in performance.
The Private Asset Manager (PAM) Awards are some of the most sought-after awards in the UK wealth management industry, covering both investment performance and client service levels.
HNW (High Net Worth) is for clients with £1m+ of investable assets.
Past performance is not a reliable indicator of future returns.
Digital Wealth Solution
Total Wealth Planning (HNW)
Client Service Quality (HNW)
Winner: 2012, 2013, 2015 and 2017
Finalist: 2014, 2016 and 2019
Highly commended sustainable investment solution.
Quality & Clarity of Reporting
Winner: 2013 and 2015
Finalist: 2012, 2014, 2016, 2017 and 2018
Image & Reputation (HNW)
Finalist: 2013, 2015 and 2016
Investment Performance - Cautious Portfolios
Finalist: 2013, 2014, 2015, 2016, 2018, and 2020
Investment Performance - Defensive Portfolios
Finalist: 2013 and 2018
Investment Performance - Growth Portfolios
Your journey with us
Understanding your needs
We get to know your financial circumstances and goals, as well as your risk appetite and investment objectives. We consider your needs for income, growth and capital preservation, as well as tax-efficiency.
Developing an investment strategy
We identify the best strategy for you and define your target return. We work with you to invest efficiently across personal portfolios, pensions, trusts and specialist investment vehicles.
Implementing the strategy
We construct and actively manage your portfolio of different types of securities, as markets and economic conditions change. Your portfolio is diversified and designed to maximise returns in line with your appetite for risk.
We review our performance quarterly against our targets and peer group. We meet with you to review performance, update your financial profile and ensure your strategy remains appropriate.
Becoming a client
If you would like further information or to arrange an initial meeting, please speak to your professional adviser or contact us directly.
Please be aware, the value of investments can fall as well as rise, and that you could get back less than you invested.