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.

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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

There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…