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