We offer Investment Funds and discretionary services and welcome all types of clients. We are very happy to discuss any specific requirements you may have.
In matching your portfolio to your objectives and risk tolerances, our Investment Managers will employ our proven core investment strategies to satisfy your requirements. Regular reporting and updates are designed to ensure that you are kept fully in the loop and briefed on the progress of your investments.
We understand life is a journey, by providing you with direct access to your investment managers with a detailed understanding of your circumstances we will work closely with you as and when your future situation evolves
Managed Portfolio Service (MPS)
For professional advisers, our discretionary service and the core investment strategies are available to access through investment platforms as a Model Portfolio Service. Please contact us for more details.
All strategies are very liquid and cost-effective and contributions and withdrawals are flexible and stress-free. Regular reporting and a friendly voice at the end of the telephone mean that you are always kept in the loop regarding how your investments are performing. Our two funds can be accessed either directly or via the following platforms: Novia, Transact, Embark and Standard Life
A multi-asset fund of funds that is diversified both globally and across a range of asset classes.
A direct equity fund that will invest into approximately 25 multinational businesses; each of which is aligned with one or more of our investment themes.
At the core of our business is a stable team that has been investing together for nearly 20 years. The team's interests are aligned with investors and shareholders, through holdings in our parent company's stock and also through our investment funds.