We provide personalised discretionary investment management services to private clients, charities, professional advisers and Trusts.

Our Wealth Management Offering

Client Services
Discretionary investment management for private clients, charities and trusts.
Flexible account structure: taxable, non taxable, execution only and advisory accounts.
Tax efficient wrappers: Investment ISAs, SIPPs and offshore bonds*.
An FCA authorised account manager to assist each client day to day.
Reporting and performance review quarterly.
Benchmarks aligned to the client’s risk profile providing full accountability.
Minimum total investment of £100,000.

Portfolio Design
Portfolios structured to meet the needs of each client precisely.
Risk and return defined in measurable terms so client expectations are fully realistic.
Access to four asset classes: money markets, bonds, equities and alternatives.

Investment Management
Globally diversified portfolios.
The option of either a portfolio directly invested in individual securities with the use of funds for international exposure, or a portfolio entirely of funds.
Modern, quantitative investment disciplines that bring objectivity to investment decision-making.
A focus on out-performing the client’s benchmark with strict risk controls.

Competitive charges
Annual charge of 1.0% + VAT.
Dealing charges of 0.5% for bonds and 1.0% for equities.
Discounts on fees are available for substantial portfolios.
For an illustration of our charges in cash terms please refer to Our Fees and Charges

*We can manage investments within a SIPP, but we cannot advise on the setting up of the SIPP.