We believe that investment matters. We apply four core beliefs to all we do:
An impartial approach
A genuinely bespoke style is becoming increasingly rare. We are not tied to any investment institution and therefore our unbiased approach enables us to build portfolios tailored to the individual preference of each of our clients. We choose from among the best and most worthwhile investments to meet our clients’ aspiration, whether their priority is growth or capital preservation. Our clients are welcome to influence or dictate events as much as they wish to do so, but meanwhile can rest assured that our advice will be independent of corporate hindrance.
A personal service
We understand you will want to build a relationship with the person responsible for looking after your portfolio. As a client, you can expect to be able to speak and meet with your investment manager as and when you need to.
Our ethos is one of personal service which is demonstrated in the longstanding relationships we have developed with our clients, many spanning over generations of the same family. This, in turn, has led to a strong sense of continuity and the positive referral of new business from our existing clients is testament to the trust built on our approach.
Your investment manager will take responsibility for decisions taken on your portfolio and is supported by a highly skilled and experienced team to provide consistency and assurance. Furthermore, our regional office network enables you to have your investments managed at a local level, if this is your preference.
Building and preserving wealth
Investment performance is critical in developing long lasting relationships with clients. To ensure we achieve this, our investment process is structured to build and preserve wealth over the long-term.
Your investment manager will work with you to define your priorities and expectations. We understand that no two clients are likely to have exactly the same investment objectives and so we offer a truly bespoke approach to managing assets driven by a close relationship. Your investment manager will discuss how you wish to balance risk against security and your level of involvement, to provide you with the right combination of enjoyment today and investment for the future.
Our approach means that your investment portfolio will reflect that balance.
A strong investment philosophy and process
By combining the in-depth analysis of our dedicated research teams and the talent of our experienced investment managers, we have a truly unique resource. It allows us to generate an investment process that is sufficiently agile to keep ahead of today’s constantly changing markets, and flexible enough to incorporate each client’s investment requirements.