Specialist expertise

We are experts in many areas, with individuals and families trusting our expertise for generations.

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

Guiding deputies through the intricate legal processes involved and creating tailored investment portfolios.

Construct a portfolio based on your social, ethical and environmental priorities, screening out companies to avoid.

Moving money to an offshore jurisdiction to have access to diverse types of investments.
Managing investments on behalf of a wide range of pension schemes across the United Kingdom.
As one of the UK’s leading charity managers, we provide investment services to a growing number of good causes.

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A wider perspective on events and pressures affecting global politics and economics. We look at events of the last month and our expectations for the next.

Straight from the experts

Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.

Data and charts