Discretionary and advisory portfolio management, structured investments and pensions for private clients, trusts and charities. One of the oldest independent firms in the City, with a named manager on every account.
Six things private clients tell us matter before they move a portfolio. Direct answers to each.
Your portfolio is run to a mandate agreed with you — objectives, income needs, risk, ethical exclusions — and reviewed with you, not around you.
One investment manager on your account from the first meeting. You have their direct line, and they know the portfolio before you ask.
An annual management charge and dealing commission, both stated in writing before you sign. No data fees, no inactivity charge, no spread mark-up.
Client money is held in segregated client accounts under FCA client money rules and reconciled daily, separate from the firm's own funds.
Defined-return plans with stated maturity terms and counterparty details, used as one part of a portfolio rather than sold as a headline product.
SIPPs, ISAs, retirement income planning and inheritance tax planning, joined up with the portfolio instead of sitting in a separate silo.
Valuations, income and the current mandate side by side — the same view your investment manager sees.
Three steps, and a conversation before any money moves.
Email, phone and the type of service you are looking for. Takes a few minutes and commits you to nothing.
A conversation about objectives, timescale, income needs and how much risk you actually want to carry. The mandate comes out of that call.
Identity checks clear, you transfer cash or existing holdings, and the portfolio is invested to the agreed mandate.
Register now and complete identity checks afterwards. Nothing is charged while your account is being set up.