FAQs, Frequently Asked Questions & Answers

We’ve put together a selection of frequently asked questions on our FAQs page along with answers which we hope you’ll find useful. If you’re looking for an answer to a particular question that you don’t see listed below, please just send us your question and a member of our team will be in touch. We may also feature your question on this FAQs page if we deem it helpful to other readers.

If you want a professional investment Manager to look after your money using bespoke strategies designed to manage risk and build your capital, instead of doing it yourself then yes it could be for you.

We help clients with a minimum of £250,000 to invest to manage and build their capital.

Yes, once your accounts are open you can see your portfolio 24hrs a day 365 days a year using our broker’s award-winning online platform.

Yes, we do. If you want an ethical portfolio or elements of ethical investment in your portfolio, we can create that for you with our bespoke investment management service.

We tailor our report and review service to what you need, whether that’s once a month or once a year. As a starting point, we will keep you up to date with quarterly reviews and news and meet with you at least twice a year to discuss progress and strategy.

Invest with us

All of our clients enjoy the full protection of our being fully Authorised and Regulated by the Financial Conduct Authority. Clients have the full protection of the Financial Services Compensation Scheme, and all client accounts are kept safely by our prime brokers who are two of the largest financial institutions in the world.

Our fees are simple and transparent – you can see a full explanation here (see Fees and Charges) and even compare our fees to any current arrangements you may have.

Passive investment management simply buys a range of investments with your money and you will get whatever return the market makes over any given period. There is little or no actual management for your money. Active investment management allocates your capital on a strategic basis and regularly reviews holding to make changes where appropriate, maximising profit and managing risk.

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