Bespoke Portfolio

Our Bespoke Portfolio Service is designed for private clients who want a fully custom built investment portfolio designed to reflect their specific individual requirements.

Managed Portfolio Service

Our Managed Portfolio Service (MPS) is a discretionary investment management service consisting of ten risk-managed model portfolios, each of which covers a variety of investment objectives and risk profiles.

Single Strategy Solutions

These include, for example, our Defensive Capital Fund, which aims to provide the stability of bonds while retaining an ability to benefit from any rise in equities.

Multi-Asset Fund

Our Multi-Asset Fund range consists of four risk-managed multi-asset funds.

We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business.