INVESTOR TYPE Online Portfolio
Contact Offices

Due to system upgrades, our website and app will not be available for a 6 hour period between 08:00 and 22:30 GMT on 11 November.

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Our investment solutions

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

Discretionary Portfolio Service

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

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Minimum £200,000

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Dedicated Manager

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Bespoke Portfolio

Managed Portfolio Service

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

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Minimum £25,000

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Dedicated Team

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Actively Managed

Multi-Asset
Funds

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

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Minimum £1,000

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Experienced Managers

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Climate Asset Fund

Advice &
Dealing Service

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

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Dealing Facility

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Dedicated Manager

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Dedicated Research

Cash Management Service

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

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Maximise Interest

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Easier

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Peace Of Mind

Becoming
a client

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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Get In Touch

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Sharing Your goals

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Bespoke Portfolio

Award-winning Investment Director

Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager - Portfolio Adviser Wealth Manager Awards 2017

Winner, Outstanding Achievement - City of London Wealth Management Awards 2016