Your investments,
our objective.
Discretionary Portfolio Management
Our Discretionary Portfolio Management Service provides exposure to the investment strategy best suited to your needs, based on a thorough understanding of your risk profile and investment objectives.
We have three core strategies (Cautious, Balanced and Growth) and, to cater for clients at each end of the risk profile spectrum, we also offer a Defensive Income strategy (low risk) and a Global Equity Strategy (very high risk). Our ESG strategy is suitable for clients who would prefer exposure to Environment, Social and Governance factors and considerations. For clients who have specific requirements and investment restrictions outside of our existing strategies, we are happy to discuss a specialist strategy purposely tailored to meet your needs.
All of our strategies are managed by our experienced investment team and underpinned by a robust and disciplined framework. We stay in regular contact with you and are always available to meet face to face – providing a truly personalised service and added peace of mind.
Execution Only Service
For clients who are more experienced and like to make their own investment decisions, we offer an Execution Only Service that sits alongside our Discretionary Portfolio Management Service. You can be assured of the same excellent levels of service and our experienced team are always on hand to offer a sophisticated dealing service and assist in trading global equities, bonds or collective investment schemes.
Security of your assets through the world’s largest Custodian
Whether using our Discretionary Portfolio Management Service and/or Execution Only Service, you can take comfort that your assets are held securely with the world’s largest custodian, Bank of New York Mellon, (via its offshore Jersey nominee Company, Pershing (Channel Islands) Limited).
Their innovative and fully integrated wealth management platform ensures robust security, safe keeping and custody of assets and absolute client confidence.
Investment Strategies
Purposely designed to meet all client risk profiles, through strategic asset allocation and underlying equity exposure.
Global Equity
Global Direct Stocks and Collectives.
Growth
Direct Stocks, Equity, Fixed Income and Alternative Collectives.
Balanced & ESG
Direct Stocks, Equity, Fixed Income and Alternative Collectives.
Cautious
Corporate Bonds, Equity, Fixed Income and Alternative Collectives.
Defensive Income
Government and Corporate Bonds, Fixed Income, Equity and Alternative Collectives, Cash.
Please note that past performance is not an indication of future performance. The value of your investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.