Choose an investment manager you trust to design your investment strategy and help you reach the financial future you want

A bespoke investment strategy designed specifically for you, to reach your financial

A range of seven risk-based portfolios ranging from Cautious to Global Growth with different levels of risk.

 A range of four managed funds designed to offer performance balanced with different levels of risk.

A tailor-made dealing facility for clients who prefer to make their own investment

We offer a simple way to manage cash, ensuring it is growing at a fixed rate over your choice of term.

We have been trusted by our clients for over 240 years. Today we help over 40,000 clients with their financial goals.

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View our brochure

Find out more about how your financial goals may be within reach, in our Private Client brochure.

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