Investment Management

Our discretionary investment management service is designed to appeal to individuals who would like to have their investments proactively managed by authorised individuals who are approachable and easily contactable.

We target captains of industry, company board directors, senior banking directors and partners at law firms and accountancy practices. We have a minimum investment of £0.5 million and an average portfolio size in excess of £1 million.

If you are a business professional, too busy to oversee your investments, a business owner-manager looking to realise your assets, if you have inherited a portfolio of shares or cash or even if you would simply like to discuss your views on the global stock markets, we would be pleased to talk to you; please click here to contact us. We can help you invest your money wisely, manage it on an ongoing basis to meet your changing needs and help you plan for a happy retirement.