The people we work with

Retail clients

Before creating a portfolio for you we will listen carefully to your views, opinions and experiences. No two portfolios are the same although we have a carefully researched pool of investments to select from at any one time. This pool of investment ideas gives a clear indication of our favourite asset classes, geographies, sectors and themes. The final step is to create a portfolio to match your requirements.

Our experience with retail clients has taught us the importance of regular communication in order to achieve the best performance and provide you with the best service. We carry out reviews through tailored programmes of face-to-face meetings, telephone conversations and other correspondence in a manner that best suits you. Full and free access to your portfolio manager and clear and regular reporting combined, help keep you up to date.

Professional intermediaries

We work in close partnership with professional intermediaries to achieve the best results for our mutual clients. We encourage open lines of communication and provide copies of contract notes, portfolio valuations and proprietary investment research to keep you informed. Our portfolio managers are readily contactable and deal with all portfolio and administrative queries in a prompt and efficient manner.