Helping Investors Make More Of Their Money
We pride ourselves on transparency and all clients can see, at all times, exactly where their money is invested, with 24-hour access to your portfolio and live price updates as markets are open around the world. When you invest with us you will know exactly what is happening with your money – all of the time.
We don’t do what everyone else does – we are bespoke investment portfolio managers.
Investment Management
With over 40 years’ experience in looking after investments for private and institutional clients we offer a personal and expert service that centres around your objectives for your investments.
As your investment manager, there is no outsourcing to third party fund managers, asset consultants, investment committees or model portfolio providers. Your portfolio is tailored to combine your needs, personal preference and risk appetite with our best ideas and strategies to make the most of any growth opportunities in any market.
For more information regarding our investment management services and what we do, please
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Why are we different?
Most financial advisers and wealth managers in the UK outsource the investment management decision making by picking funds and managers or even outsourcing that process to an investment panel or committee, creating layers of inefficiency.
Multiple layers of fees are often passed directly onto you, the investor – while true risk exposure remains unclear. Despite claims of diversification across funds and sectors, the reality is often far less transparent.
For more information and enquiries regarding our investment management services and why we are different, please
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Here’s an example…
Many clients come to us with portfolios scattered across numerous active and passive funds, unknowingly holding hundreds of individual securities. This approach creates diluted performance potential, false diversification (as these holdings still move together during market shifts), and significant erosion through multiple layers of fees between advisors and fund managers.
We strip things back to their basics – building a tailored portfolio for our client based on their financial objectives, preferences, income needs and risk tolerance, from our best investment ideas rather than broad market exposures. Our client’s portfolios are well diversified without being excessively so, typically investing across 20-40 direct equities and bonds, providing better transparency, portfolio efficiency and better value for money.
For more information regarding our investment management services and what we do, please
Contact Us
Our Fees & Charges
at a glance
Fees and charges are one of the most important elements of investing. You want to know that you are getting exceptional value for money and that you are not paying an unreasonable amount for the service and level of investment return you receive.
Learn More about our Fees and Charges here…
First class Investment Management
We provide core investment strategies and build bespoke portfolios designed to meet your needs whatever your attitude to taking risk with your investments. All of our strategies are managed in a socially responsible way. Whichever option you choose, we guarantee you integrity, clarity, transparency and exceptional service.