Professional, trusted, expert. Our approach to Investment Management is about achieving your financial goals through intelligent solutions.
Investing for the long-term
If you are looking to invest for the long-term, our discretionary investment service could be right for you. Designed to meet your income and growth goals within an agreed level of risk, we consider all aspects of your life – from your personal aims and ambitions to those of your wider family; from your business goals, if appropriate, to the legacy you want to leave.
With access across the global investment spectrum including UK and global equities, bonds, property, hedge funds and commodities, we balance long-term strategic asset allocation with short-term tactical opportunities. Day-to-day investment decisions are made on your behalf by our team of professional investment managers, meaning you benefit from access to an intensively managed portfolio without the burden of day-to-day decision-making.
With direct access to our Investment Committee and a flexible structure, as your circumstances change, our experts are on hand to offer advice and guidance whenever you need it.
“We are dedicated to making investment decisions which are supported by a clear, robust and repeatable research framework. Our clients depend on us to achieve their objectives. Our philosophy and process is designed to ensure that we do just that.”–Gregory Perdon & Eren Osman, Co-Chief Investment Officers
At your service
- Direct access to a dedicated Investment Manager
- Robust selection process allowing us to focus on what we consider to be best in class
- An unparalleled number of investment mandates in sterling, US dollars and euros
- Constant oversight and decision-making to ensure your portfolio remains on track
- Insight into your portfolio’s positioning and performance via our Investor Portal
- A transparent fee structure free of conflicts of interest
We take time to understand your objectives to offer an investment solution from our extensive range of strategies that aims to meet your needs.
Dedicated investment manager
We offer a personalised service in which you will be assigned an investment professional with whom you can build a long-term relationship, one which gives you an ongoing direct line into the heart of our Investment Committee.
We take the long view
To achieve your long-term investment objectives, it is necessary to avoid the short-term market distractions to keep focused on the long-term opportunity set.
Creative and open
We believe that to outperform it’s important to be open to changing markets. We have the experience and confidence to encourage a creative approach whilst remaining true to core disciplines.
One investment process
Once your investment manager is appointed, you will benefit from the experience and knowledge of the entire Investment Committee. In contrast to many of our peers, we are committed to delivering a consistent set of outcomes to clients with similar investment objectives.
Consistent and competitive performance
We strive to deliver consistent and competitive returns versus our benchmark and peers. Clear risk parameters are in place to ensure adherence.
Becoming a client
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.
Quantitative Easing Explained
Welcome to our four-part series of 'Everything you always wanted to know but never dared to ask about the exciting world of central banking'. A light-hearted story about helicopters, printing presses and money creation.
Plan for tomorrow
We take an in-depth look at your business and personal financial needs. We use our expertise to create and implement a flexible plan that is unique to you and designed to help you protect, grow, and pass on your wealth in a tax efficient way.
Latest insightsRead all our latest thinking
Communication & Fees
Long-term, mutually beneficial relationships are forged through the trust and understanding built through constant communication. That starts with your dedicated Senior Investment Manager.