Services Overview
We offer three core services, ranging from sophisticated all-encompassing wealth management to straightforward accounts for the youngest members of your family.
Bespoke
Service
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Our flagship Bespoke Service is a sophisticated combination of discretionary investment management and independent financial advice. Read more.
We set out an achievable plan while making your finances easy to understand, helping you to navigate your way through the complex world of investing, life assurance and pensions.
Each portfolio is constructed around you and your attitude to risk, taking into account your specific requirements be it capital growth, a reliable income or a blend of the two. Our portfolios are all managed in-house and coordinated by our investment committee.
Portfolios from £500,000 to £5m.
2. Model Portfolio
Service
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Our new Model Portfolio Service or ‘MPS’ is a straightforward and cost-effective way of investing. Read more.
Managed in-house and on a discretionary basis, three portfolios have been designed specifically to suit our clients’ attitude to risk.
You are matched to the most appropriate portfolio, focussing on attributes such as your investment time horizon and experience. ESG (Ethical, Social and Governance) themes are built into portfolios as standard. We invest in a broad range of diversified global assets across multiple sectors and currencies and our portfolios are reviewed regularly by our investment committee.
Portfolios from £10,000 to £500,000.
3. Next Generation
Service
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Our new Next Generation Service is a long-term and effective way of investing on behalf of the youngest members of your family. Read more.
We match the client to an appropriate investment portfolio, accessing thousands of companies at a very attractive cost, accounting for their young age and time horizon, held within a tax-efficient account.
Portfolios from £5,000.