Investment management service

For those with £1m+ investable assets.

We are committed to building trust and delivering a consistently first class and high-quality private client investment service. We do this by understanding your exact personal requirements, demonstrating sound judgment in the investments we manage and by making an enduring commitment to meeting your evolving needs over the long-term. Effectively, you receive the same kind of dedicated service experienced by major banks and financial institutions, but focused directly on your own personal, investment goals.

Our investment managers are able to provide a truly personal and customised service that aims to protect and grow your wealth — and exceed your expectations. If you are looking to structure your investment portfolio to match your specific goals or for tax considerations, we have comprehensive experience working alongside our financial advice team to provide you with a complete professional service.

• You get a dedicated, highly-qualified and experienced investment professional who has been managing client portfolios for an average of 20 years, with many years of experience guiding clients and their portfolios through different market conditions.
• The ability to invest globally, including direct overseas exposure with the expertise and insight of our research team who are dedicated to unearthing new and interesting opportunities for consideration.
• A long-term relationship valued by both our clients and their investment managers.
• Access to innovative products and recognised in-house experts in tax-efficient and specialist investments.
• A demonstrable track record of outperforming clients’ expectations.
• Strong administrative support with a focus on first-class client service.

Our investment managers will manage your portfolio on a discretionary basis, which means they will make any day to day decisions on your behalf, leaving you with the peace of mind that your portfolio is working as hard as possible for you. This enables them to quickly react to any changes in markets, take advantage of our latest investment research and insights, and follow our asset allocation strategy. Our disciplined process and regular monitoring also ensures that your portfolio always operates within the limits set by you.

It’s our duty to deliver results that match your expectations. We understand that every pound we invest represents not just your hard-earned capital, but your hopes and aspirations for the future. Our investment managers are a team of highly qualified and experienced investment professionals with experience guiding clients and their portfolios through different market conditions. Our service is based on building trusted long term relationships, a detailed understanding of your requirements, and our ability to meet your evolving needs.

As well as the ability to access a direct relationship with an investment manager, you benefit from a structured portfolio process that can cover the full range of asset classes, including shares, bonds, unit trusts, property, commodities, currencies and hedge funds.