Grounds for Conversation

Protecting and growing your clients’ wealth is our objective from the start. This is a partnership where our team of investment managers listen carefully to understand your client’s goals and regularly check in so that your client’s evolving needs can drive the ways we support them for the long term.

Our investment managers will manage your client’s portfolio on a discretionary basis, which means they will make any day-to-day decisions on their behalf, leaving you and your client with the peace of mind that their portfolio is working as hard as possible. This enables them to quickly react to any changes in markets, take advantage of our latest investment research and insights, and follow our asset allocation strategy. Our disciplined process and regular monitoring also ensures that your clients’ portfolio always operates within the limits set by you.

As well as the ability to access a direct relationship with an investment manager, you benefit from a structured portfolio process that can cover the full range of asset classes, including shares, bonds, unit trusts, property, commodities, currencies and hedge funds.

For your clients, we offer the following as standard:

• A dedicated, highly-qualified and experienced investment professional who has been managing client portfolios for an average of 20 years
• The ability to invest globally, including direct overseas exposure with the expertise and insight of our research team who are dedicated to unearthing new and interesting opportunities for consideration
• Access to innovative products and recognised in-house experts in tax-efficient and specialist investments
• A demonstrable track record of outperforming clients’ expectations
• Strong administrative support with a focus on first-class client service