Managing your clients’ investments

Portfolio management services

Managing your clients’ investments

Meeting your clients’ needs

Our award-winning portfolio management services are designed to help our clients fulfil their financial ambitions.

With investment management services on a discretionary and advisory basis, our investment expertise is tailored to meet each individual client’s goals.

Get in touch

If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.

Call us on...

020 7600 1660

Managing your clients’ wealth

Flexible investment management

Award-winning investment services

  • Dedicated investment manager
  • Discretionary portfolio management
  • Advisory portfolio management
  • Unitised multi-asset portfolios
More information

From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.

What our clients say

The combination of good independent financial advice and investment advice is invaluable.  Most firms really only offer one or the other.

Client survey feedback

Your investment partner

Our investment services can help your clients realise their goals

Paul Tyndall

Investment Director

Latest insights

Our own Footsie index has been struggling of late. A six-month low was struck as investors went into a risk-off mode as fears grew of the economic damage that was being wrought by the pandemic.

I bought my first shares on the London Stock Exchange back in the mid-1960s.