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Investment management

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All families are different and this makes every investment mandate unique. Our investment management services are designed to meet individual family needs.

The core of our investment service is discretionary portfolio management in the form of direct equity and bond investment. We are among the top ten UK private client discretionary wealth managers.

We also offer a managed funds service, advisory broking and alternative strategies based on absolute returns.

We appreciate that there are different approaches to investment, but in the broadest sense we are conservative investors and are conscious that real capital preservation is a concern for most families. However, our flexible approach means that we are able to accommodate investment briefs that fall outside more conventional remits.

A key element of our service is direct access to the investment manager responsible for your portfolio.

If you would like to learn more, please contact a member of our investment management team.

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