Our approach
We start by taking the time to understand your financial goals and aspirations.
Your portfolio of investments would be actively managed by a team of professionals as part of our robust and dedicated service. Or, if you prefer to make your own investment decisions, our execution-only service is also available.
By appointing us as your investment manager, you have the benefit of:
- A portfolio constructed according to your risk appetite, as determined by your personal preferences and financial goals
- Access to a specialist team that pursues the best global opportunities to meet your objectives
- A wide spectrum of investment strategies from a global universe of investment opportunities, with no home bias
- Diversification across assets, companies, geographies and industry sectors
- Active currency management allows us to be truly global
Let us manage your investments
Our investment team is highly skilled in creating investment plans built around your needs, wealth goals and concerns. We appreciate that investing involves risk, and seek to mitigate the impact of markets on your portfolio.
Execution-only service
If you prefer to make your own investment decisions, we can help. You decide what you want to invest in, and then instruct us on how much to invest and when. Our dealing team will execute your instructions for you, and hold the assets in our custody on your behalf, until you instruct us to sell them. You can view all your investments and cash in your account at any time.
Our execution-only service does not provide advice or assistance in the selection of your investments, and we cannot talk to you as to the suitability of your choices. If you would like investment advice, please ask about our managed investment service.
Comparable returns while acting responsibly
In addition to our responsible investing range of strategies we offer sustainable investment strategies that limit investment portfolio exposure to companies that are associated with things such as fossil fuels, weapons, alcohol, tobacco and instead aligning to the United Nation’s Sustainable Development Goals (SDGs).
Our sustainable investing strategies will, at all times, be required to have a net positive alignment to the SDGs. By aligning with the SDGs we can offer investment opportunities with a foundation for improving equality, reducing poverty and protecting the environment while not impacting projected returns on investment.
Access our latest insights
Confirmation of Payee
Our new service for sterling Faster Payments offers you more confidence that your payments are being sent to the intended recipient, helping to avoid making accidental, misdirected payments to the wrong accountholder, as well as providing another layer of protection against fraud and scams.
Sustainable investing
Sustainability is a key ingredient to successful long-term investing. As a multi-asset manager, we cherry-pick the best specialist investment managers, and carefully assess the importance of sustainability in their investment process. At a minimum, all the managers selected to run money on our clients’ behalf are signed up to the Principles for Responsible Investing, and each have in place strict policies towards socially responsible, as well as impact, investing.
In addition to our responsible investing range of strategies we offer a sustainable investing strategy for clients to be able to align their money more closely with their values, while not compromising on growth. What this means in practice is providing investment strategies that limit investment portfolio exposure to companies that are associated with things such as fossil fuels, weapons, alcohol, tobacco etc… and instead aligning to the United Nation’s Sustainable Development Goals (SDGs).
Our sustainable investing strategies will, at all times, be required to have a net positive alignment to the SDGs. By aligning with the SDGs we can offer investment opportunities with a foundation for improving equality, reducing poverty and protecting the environment while not impacting projected returns on investment.
Get in touch
If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.
We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.