Our Products

Taking your wealth to the next level

With all our products, you can be certain we have no ties to any fund managers, banks or financial institutions. We are free to seek out the investment opportunities that best suit your objectives.


Multi Asset Portfolios

We offer a discretionary investment management service to cover a range of risk profiles and investment objectives. Over 70 investment professionals generate and implement the best possible investment ideas for strong, risk-adjusted returns for you. Our award-winning portfolios provide a combination of income and capital growth over the longer term by using a blend of active and passive investment strategies. The ultimate aim is always low risk and stable performance.

Discretionary Portfolio Management

The term "discretionary" refers to outsourced portfolio decisions that are conducted at our manager's discretion without requesting your approval in advance. This service allows you to focus on other areas of your life with the full confidence that your financial future is being overseen by our experienced professionals. Even though we make decisions on your behalf, your assets will always be managed in line with pre-agreed investment criteria and risk tolerance parameters.


An advisory management service is suitable if you are familiar with investment decision-making and wish to be more actively involved in your portfolio. You can, of course, still take full advantage of our expertise before you finalise each and every decision. Our stockbroking services offer you the opportunity to trade in international and UK equities, fixed interest securities, investment trusts, preference shares, offshore funds and other investment vehicles.

Bespoke Services

Building strong and lasting relationships is key to our success and we pride ourselves on the consistently high level of our personalised client servicing. This includes a bespoke offering which is tailored especially for you to meet a specific objective. Our experts will work hand-in-hand with you to understand exactly what you would like to achieve, before devising a detailed plan of action designed to produce the desired results.

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