Traditional values
Modern thinking

About us

Committed to investing alongside you

With a focus on personal service, our highly experienced team aims to deliver on your investment goals. We seek to compound and grow your capital and income through investment strategies tailored to your needs.

Trusted investors

For more than a century, individuals, charities, trusts and corporate entities have entrusted their investments to us. Today, we remain committed stewards of our clients’ capital, managing £1.5bn of their wealth for the long term.

Invest with us

Compounding wealth over generations

We manage equity-focused portfolios with the aim of compounding your wealth over time. By investing into businesses of a high quality, that we believe can deliver enduring returns, we aim to achieve growth in capital and income over the long term. Understanding your requirements, appetite for risk and time horizon forms the foundation of our investment approach.

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Newsletter – April 2024


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