Our locally-based team have extensive experience with clients ranging from private individuals to charities, pension funds and trusts. We opened in 2001 and have numerous relationships stretching back over a decade. This is testament to our focus on building long-term relationships and offering a service tailored to each investor’s individual objectives.
With offices in London and across the UK, as well as Jersey, Dublin and a representative office in Dubai, we are able to offer easy access to our services wherever you are based.
Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.
Our services include:
• Discretionary Portfolio Service
• Managed Portfolio Service
• Managed Portfolio Service on Third-party Platforms
• Multi Asset Funds
• Advice and Dealing