Returns without needless risk

We are privately owned with no ties to any bank or financial institution. Our experienced and highly qualified team of investment professionals is focused solely on providing you with the best service.

Our investment philosophy is built around robust risk management and a belief that focusing on returns alone will lead to taking unnecessary risks. We are not afraid to challenge industry norms in order to achieve strong risk-adjusted portfolio performance through multi-asset investment. It’s what we call Intelligent Investing.

Private Clients

Private Clients

Personalised investment management services for high net worth individuals and families.

Charities

Charities

A bespoke investment management service delivered by an experienced team of Investment Managers with a thorough knowledge of the charity landscape.

Trusts

Trusts

Assisting trustees, solicitors and advisors with specialised investment management tailored for trusts.

Court of protection

Court of protection

A bespoke investment management service for individuals awarded settlements in relation to personal injury or clinical negligence.

Sports Professionals

Sports Professionals

Working alongside clubs, agents, lawyers and tax advisers we provide high quality investment management, individually tailored for sports professionals.

Financial Planning

Financial Planning

Access to expert financial planning advice to complement your investment portfolio, including tax planning and pension advice, directly through our sister company.