As one of the UK’s largest discretionary investment management firms, we manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Discretionary Portfolio Service
Our core Discretionary Portfolio Service provides individually tailored portfolios for those looking to invest £200,000 or more. We will build a bespoke solution to meet your individual needs; taking care of all the decisions in relation to your portfolio. Our active investment management approach lets us quickly take advantage of the best investment opportunities from across the globe.
Managed Portfolio Service
For those with more than £25,000 to invest, our Managed Portfolio Service brings you a range of pre-determined discretionary investment management portfolios investing exclusively in collective investment schemes to provide greater diversification.
If you have £1,000 or more to invest, our collective funds gives you access to the kind of investment management expertise that most others in the market keep reserved exclusively for their higher wealth clients.
Pension Portfolio Service
No two pension schemes are the same, which is why we can develop a bespoke investment management approach for each of our pension clients.
A tailor-made dealing facility covering UK and overseas equities, fixed interest securities and collective investments such as unit trusts.