You only want what’s best for your clients, and your business

We offer professionally managed, multi-asset funds and discretionary portfolios that can cater to a wide range of your clients' investment needs.

How can we help?

We offer a range of funds with different risk and return profiles. These are pooled vehicles and are available in three forms. Available for clients who have £1,000 or more to invest.

How can we help?

Our investment managers work together as part of our overall investment team to combine their knowledge and capabilities through our investment process whilst maintaining autonomy to meet your client's individual requirements.

How can we help?

The Close Inheritance Tax Service (CITS) is a specialist, discretionary investment management service designed to provide accelerated relief from Inheritance Tax for your clients' by investing in Business Property Relief qualifying shares quoted on the Alternative Investment Market (AIM) and the NEX Exchange Growth Market.

For more information, please get in touch.

We have LinkedIn for Financial Advisers.

Investor Insight - Spring 2019

  • 29 Apr
  • Quarterly investor insight
  • 7 minutes

Nancy Curtin, Chief Investment Officer, and Robert Alster, Head of Research, summarise the output of our recent investment committee meeting. 

Watch video

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.