Discover the investment solutions we have available.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £250,000.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £40,000.
The Climate Assets Balanced Fund and Climate Assets Growth Fund invest in companies that make a positive contribution to the world, with a strong underpinning of ethical values.
Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
We encourage our clients to take a long-term approach to investing but also understand that you may want to retain cash for a rainy day, a future project or simply for ease of access.
We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Meet our team of specialists who are here to help.
Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
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Definitions to some of the commonly used financial terms we reference across our website and literature.
The value of your investments and the income from them can fall and you may not recover what you invested.