Investments tailored to your needs
We understand that you have unique investment goals that are best served through a bespoke approach. We take responsibility for the discretionary management of your investments. Following thorough consultation, we deliver investment strategies mindful of your risk appetite and ethical views.
Our bespoke portfolio management is available to individuals, charities, trusts and corporate entities.
Constructing your portfolio
We construct diversified, equity-based portfolios for long-term investors. We seek to compound growth through exposure to high-quality global companies. Alongside equities, we allocate to bonds, in addition to certain alternative investments, such as infrastructure and real estate. Our asset allocation is informed by both your investment mandate and our investment outlook.
Dedicated investment manager
You have a dedicated investment manager responsible for managing your portfolio according to your needs, whilst benefitting from the combined knowledge and experience of our wider team.
How we work with you
We pride ourselves on delivering a highly personalised service to our clients.
Personal contact
We want to get to know our clients. Your dedicated investment manager will work with you to understand your requirements, providing you with an accessible point of contact on an ongoing basis.
Clear information
We communicate in clear language, seeking to avoid financial jargon, whilst keeping you informed of the progress of your portfolio.
Real-time reporting
We keep you fully informed of every action taken in your portfolio, as and when decisions are implemented.
Performance updates
Semi-annual performance data keeps you informed of your portfolio’s progress.
Online portal
Through our secure online portal, you will be able to access all correspondence relating to your portfolio, alongside daily valuations.
Valuation updates
We provide quarterly valuation updates, with more regular reporting available if required.
Tax documentation
You will receive statements for tax purposes where relevant, which we can also share with your accountant.
Newsletter – April 2024
April 05, 2024
Newsletter – January 2024
January 05, 2024
Newsletter – October 2023
October 05, 2023