By evaluating your goals, needs and risk appetite, we apply our global expertise, whether you wish to grow or protect your wealth, or are seeking a regular income.
By appointing us as your investment manager, you also effectively remove investment-linked emotional biases. Our investment team is highly qualified and has many years of experience advising clients from a variety of backgrounds and differing needs. They draw on their expertise to meet your specific needs.
We help you to:
- Understand risk and how it affects you, before we make any recommendation to invest
- Appreciate the long-term nature of investing, as well as support tax efficient portfolios
- Receive regular performance reporting and an annual investment review
- Access investment insights to help you understand world events and how these affect your portfolio on a weekly, monthly and/or quarterly basis
Our investment approach is designed to provide for a robust and repeatable process. This means our investment decisions are consistent across investments and across our client base. If you take the time to choose us as your investment manager, we think it is important that your portfolio returns are consistent with other clients who share the same risk profile.
Our portfolios are diversified globally, with no home bias, and use currency management to broaden the investment universe without compromise.
Access our investment management brochure
Investing to a plan can help you achieve your aspirations – whether funding a long-term goal, planning for retirement or building a legacy for your family. Appointing a dedicated investment manager is an important step towards achieving your aspirations.
Our global equity investment strategy is designed to meet the needs of clients that are seeking pure equity exposure, while benefiting from the strength of our investment research capabilities and risk management framework. It can include or exclude UK situs assets. Investments can be managed in Euros, Sterling or US Dollars.
Global income datasheet
Global cautious datasheet
Global balanced datasheet
Global steady growth datasheet
Global growth datasheet
Global equity datasheet
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Access some of our insights
The opportunity cost of cash
One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?
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.