Our in-house discretionary investment management service complements our wealth planning advice, targeting a long-term return above inflation. All, according to
your particular strategy. Understanding your strategy is vitally important, but we don’t believe an investment manager’s responsibilities end there.
History shows how important it is to consider the prevailing investment climate. Knowing when to take on risk. And when to hold back. We have a disciplined investment process, expressed through a traffic light system that guides us and ensures you clearly understand what we are thinking. And why.
As a client, you will have a dedicated investment manager. Not a relationship manager, but a key member of the
investment team making the decisions, providing first-hand insight into our thinking. You will also have a named account manager to help with day-to-day administration. This is because we believe that all our clients, irrespective of size, should benefit from the best we offer.Read more