Discover the investment solutions we have available.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £200,000.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £25,000.
The Climate Asset Fund invests 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.
Stay up to date with the latest market news and industry insights from our team of experts.
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Your investment manager will construct a portfolio based on your charity’s specific investment guidelines.
You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.
We are experts in many areas, with individuals and families trusting our expertise for generations.