We provide Discretionary and Advisory services directly to clients, and work closely with professional partners – typically accountants, solicitors and Independent Financial Advisers specialising in Wealth Management. They benefit from our association by being able to offer an investment service to their private clients. We invite interested prospective clients or introducers to contact us to discuss their needs.

Clients wishing to have direct involvement in the management of their investments use our Advisory services.

We manage both onshore and offshore accounts and have the capability to work within various tax structures.

• Every client and their personal risk profiles and investment needs – and those of their trusts, charities, companies and pension funds – are unique and treated accordingly. We don't offer ‘standard’ solutions
• We advocate face-to-face meetings with prospective clients (and their advisers) at the start of any relationship – a key aspect of translating requirements into an agreed strategy
• Needs analysis – we help clients identify their attitude to risk, develop a time horizon and agree financial objectives
• We believe in proactive communication – we want clients to understand the rationale behind our investment recommendations and costs and we keep them informed of market activity and issues of interest
• We aim to provide institutional quality investment services which are delivered with transparency