Defining your personal investment goals

Defining your personal investment goals

Our team are highly experienced in understanding each client’s investment objectives and individual preferences. 

Whatever your circumstances, we will take the time to understand your aspirations and to present a solution to meet these objectives clearly and without unnecessary jargon.

Bespoke portfolios based on a proven approach

Bespoke portfolios based on a proven approach

Using our proven investment process, we’ll create a bespoke portfolio specifically for you, combining equities, fixed interest, cash and alternative investments to reflect your aspirations. 

We’ll take account of real issues like retirement planning, wealth transfer for children and grandchildren, tax efficiency, investment holding structures and when you need access to your capital.

Active management seeking superior returns

Active management seeking superior returns

We are active managers; we don’t create artificial reasons for portfolio activity but we constantly review our investment positioning and our clients’ portfolios. 

Our investment philosophy is to focus on achieving our client’s investment goals with acceptable risk over an appropriate and agreed investment time horizon. 

Reporting and servicing to your preferences

Reporting and servicing to your preferences

We include a number of services as part of our account administration:

  • Active portfolio management
  • Direct access to your portfolio manager
  • Safe custody of assets
  • Cash management
  • Online account valuation and transaction history
  • Quarterly reporting
  • Annual tax packages

Investment process

Our investment process is focused, disciplined and dependable.

If you would like to discuss your investment or wealth management options, please contact our investment team today.