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About us

A little bit about our ethos and history

We were founded in 2004 by Jon Macintosh and Simon Armstrong. After successful careers in investment banks, Jon and Simon wanted to bring services to private clients that were then only available to very wealthy families and institutions such as universities. By establishing a truly integrated offering, we can provide complete, holistic solutions for our clients. Our innovative approach to investment has been awarded a prestigious Thomson Reuters Lipper Award and we have an enviable 12 year track record.

We are on the journey with you; looking after you matters to us

We now have over 60 partners and employees based in three main regional offices and have almost £1bn under management and advice. Our staff share in our long term success and our interests are aligned with yours.

We have grown and evolved over the years, yet our objectives are the same as when we started: to look after you and to continue to grow the value of your investments over time in real terms, meaning after costs and after inflation.

We are proud of the quality of our advice and the management of your portfolios.