Investment Management

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.

Contact 0191 222 0099 or