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.
Managing your clients’ investments
Portfolio management services
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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Flexible investment management
Award-winning investment services
- Dedicated investment manager
- Discretionary portfolio management
- Advisory portfolio management
- Unitised multi-asset portfolios
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.
Your investment partner
Our investment services can help your clients realise their goals
Latest insights
Q2 has been marked by significant market volatility, writes Investment Director Simon Temple-Pedersen. Despite geopolitical tensions and the S&P 500's dramatic swing, quality businesses are adaptable…
Andrew Mann explores the significant decline in the US dollar's value in 2025, examining the factors driving this weakness and its implications for UK investors.
Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.