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Our investment aim is to manage assets in the manner most appropriate for the objectives of UK non-resident or non-domiciled customers. We construct each portfolio by combining asset classes to form a bespoke portfolio structure designed to achieve each individual's long-term goals whilst minimising risk.

We have a transparent and flat fee structure and, as a general guide, will manage portfolios of £1 million or more.

 

We employ an open architecture third party funds approach to investment selection. This allows us to select the best fund managers in each sector purely on merit. We seek to employ primarily active managers, with strong and consistent long-term track records, who are likely to thrive in particular market conditions. Our independence allows us complete objectivity in fund selection. We do not have any in-house funds or products, meaning we have no conflicts of interest or pressure to hold particular funds within portfolios.

Bearer bonds with coupons