We provide a range of discretionary investment services to high net worth individuals, trusts, pensions and charities.

Our services are customised for each client and we offer access to the full array of asset classes and alternative investment opportunities. These range from cash, bonds, equities, commodities, property and hedge funds to other alternative structures to either protect capital or enhance income or growth.

In addition to the management of investment portfolios we also provide a range of complementary structures that afford clients further efficiency. These range from sophisticated structures like private unit trusts, trusts and company structures to Individual Savings Accounts (ISAs).

Clients benefit from a direct relationship with the investment manager or director responsible for their portfolio. This ensures total transparency in the relationship, a high quality of service and a close match between the portfolio and a client’s requirements and preferences.