Meeting your needs

Discretionary
The core of our service is discretionary investment management of bespoke diversified portfolios. This gives you the peace of mind that your portfolio is being expertly managed on your behalf within agreed parameters carefully matched to your objectives.

Bespoke
Taking time to understand your situation is at the heart of our approach. Your investment manager will help define your objectives, taking into account your current, short-term and long-term requirements. We will construct a portfolio to suit your current needs but recognize that circumstances can change and maintain the necessary flexibility to reflect this.

Personal
You will have direct access to your investment manager and the team who help manage your portfolio. This means you can always pick up the phone to someone who will be familiar with your investments. Our team will be more than happy to answer all of your questions and to provide perfect pieces of advice where needed. We treat all of our customers with maximum dedication and effort, regardless of the contract size.

Independent
We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours. We take personal pride in maintaining and building your wealth – often across several generations.

Proven
We have been managing our clients’ portfolios for over 100 years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.

Coordinated
We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

Respected
We are one of the largest and most respected independently owned private client investment managers in the UK.

Heritage
We have over a century’s experience in managing private client wealth. The family of our first-ever client remains a client today.

Experience
We have around $19.5 billion of funds under management and advice, the majority for private clients, as of 30 September 2017.

Scale
We manage a broad range of portfolios from personal savings to institutional-style mandates for wealthier families and charities.

Breadth
We have more than 170 investment managers, diligently catering for our clients’ individual requirements.

Stability
Low staff turnover – with many of our people working with us for 20 years or more – allows for the continuity of client/adviser relationships across many years.

Recommendation
Many of our clients rate us as excellent or above average at meeting their investment objectives.

Recognition
We have won numerous industry awards that recognize the excellence of our performance and service to high-net-worth clients.