We look after clients with investments within personal portfolios, ISAs, trusts, charities and pension funds.
As a client, you will be looked after by two investment managers who will be responsible for the day-to-day management of your investments. Opening an account is easy and if you already have some existing investments these can be added to your portfolio.
We only offer management of portfolios on a discretionary basis; that is, clients give us authority to invest on their behalf without needing to pre-authorise each change in the portfolio. This allows us to react in a timely way to both market volatility and changes in personal circumstances.Our Services
We seek to make investments that best match your personal circumstances.
Once your portfolio is established, we will keep you regularly informed, via meetings, telephone or email.Get in Touch
When you first come to us, we will make sure we understand exactly what you want from your investments in terms of income, growth, risk, wealth preservation and time horizon. We also explain the risks of investing, and our reporting and control structures. Our process takes into account four points.
Every mandate has an independent benchmark against which we compare portfolio performance. Examples of current benchmarks we use include the Cboe UK Equity Market Indices and MSCI WMA Private Investor Index Series.
For specialist or bespoke mandates we will agree with you an appropriate benchmark at the outset. For more information on the benchmarks we use and the options available please get in touch.
To find out more about the Cboe Global Market indices click the link below to visit their website.
We use the WMA Index Series for the majority of our client portfolios. Click the link below to visit their website to find out more.
Call us today to arrange a meeting