OUR INVESTMENT Solutions
Choose an investment manager you trust to design your investment strategy and help you reach the financial future you want
Our reputation has been built over 240 years thanks to exemplary personal service and our drive to build the wealth of clients.
240 years of experience
12 locations across the UK
£22.8 billion AUM
A genuinely bespoke service tailored to your clients aspirations and the investment strategy you have developed for them.
We have partnered with selected third-party platform providers to enable access to our Managed Portfolio Service.
4 Index Funds (IDX)
Our multi-asset funds combine the highest quality service with competitive pricing and an accessible entry level.
3 Risk Graded Funds
Climate Assets Fund
Our reputation is founded on high standards of personal service and our drive to build and preserve the wealth of our clients.
Defaqto 5* Rating
ARC 3D Award
We offer a simple way to manage cash, ensuring it is growing at a fixed rate over your choice of term.