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Get in touch to find out how we can help you and your clients.
Professionals
We work collaboratively with investment consultants, trustees and other professional intermediaries to develop client-centric investment solutions…
Our expert investment team has an established history of working in partnership with professional intermediaries to help provide the support their clients may need.
We understand these requirements can be diverse, and so spend time understanding the circumstances of each individual case before designing an appropriate investment strategy.
We employ specialists who work with:
- Investment Consultants
- Trustees (both onshore and offshore)
- Personal Injury and Court of Protection Solicitors
- Family Solicitors
- Charities
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Investment management
We are unconstrained, multi-asset class investors with an award winning track record. The asset management team serves both institutions and individuals. This focus and experience means our UK private clients have access to superior investment solutions that are typically unavailable to retail clients.
Investment process
Our team of experts will partner with you to tailor a suitable investment mandate with an appropriate risk budget. Our Asset Allocation Committee shapes the core components of our investment portfolios before assigning capital to various asset classes through an allocation to third party managers.
Track record
We have a long track record of producing superior risk-adjusted returns for our clients. This is in part due to our ability to consistently identify third-party investment managers who outperform their benchmarks. We do this through a proprietary ‘Five Factor’ model designed to identify investment manager capability.
Environmental, Social and Governance
We believe in responsible investment management, and so assess Environmental, Social and Governance (ESG) factors are assessed prior to making any investment decision. We then continue to work closely with third party managers on an ongoing basis to improve their ESG performance.
Investments do not guarantee a return, the value and the income from them can fall as well as rise. You may not get back the amount originally invested