We look after a diverse range of clients, from high-net-worth individuals to IFAs. We offer three main services; an Advisory Portfolio Service (APS) for clients who like to be hands on with their investments, a Discretionary Fund Management (DFM) service which can be bespoke to our clients’ goals and a cost-effective Model Portfolio Service (MPS) for IFAs and other wealth managers.
Our investment team is comprised of highly skilled, like-minded experts who have come together to do things differently based on a set of shared values and principles. Our core objective is to build portfolios based on strong convictions rather than on consensus. We use traditional asset classes, such as bonds, equities and commodities as well as more alternative strategies, including asset-backed lending, hedge funds and structured products.
We offer an advisory service for clients who want to stay in control of their portfolio. We will share with you innovative investment ideas and you will decide which of these you want to implement in your portfolio.
We have designed seven risk-rated, actively managed, portfolios formulated to meet different risk/return requirements. They are cost effective and provide investors with a high level of diversification through a wide range of asset classes and alternative strategies.
We offer portfolios tailored to our clients’ specific needs and objectives. Our advisers will help you understand what you want to achieve with your investments and build a portfolio that will closely match your requirements and help you reach your goals.