We have one of the largest discretionary investment management teams in the Channel Islands, with expertise in dealing with multi-currency solutions and a track record for developing investment management relationships in new regions.
The Jersey office opened in 1973 and our offshore operation has proved very successful, particularly with private clients and professional intermediaries.
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