Our Services

Discretionary service

Our discretionary service forms the core of our business. It enables our clients to place their funds in the capable hands of one of our experienced Investment Managers. They will ensure that they fully understand your circumstances, needs and objectives prior to any investment, which will then be maintained throughout the relationship, by way of regular calls, meetings and reviews. You will be invested across a range of assets, carefully selected for your specific needs, and monitored regularly in an attempt to maximise returns for your desired level of risk.

Managed advisory service

We also offer a managed advisory service for those wishing to have the final say on their investment decisions. In principle, this service works the same way as our discretionary offering in understanding your circumstances, needs and objectives, but your Investment Manager will be recommending investments and it will be up to you to make the final call on whether to accept or reject the recommendation(s).

Execution only

Lastly, we offer an execution only service for those wishing to make their own investment decisions. With this service, we will not be able to offer any advice or recommendations and your investments will not be reviewed. You will however still receive quarterly valuation updates.

We pride ourselves on our openness with clients and are always available should you have any queries.