Your Investment Journey:
Our focus is on building a long-term relationship with you. Our discretionary investment management services are accessible to a wide range of clients, from large institutions to individual investors, with minimum investment requirements starting at £500,000.
1. Discovery Meeting
The first step in the investment process is an initial meeting to understand your requirements, goals, and preferences.
2. Strategy Development
After a comprehensive review of the prevailing economic conditions, plus market and currency trends, we will use our disciplined approach to craft an investment strategy tailored to you.
3. Ongoing Reporting:
We provide regular updates on your investment performance through detailed quarterly reports, online access to your portfolio and the reassurance of a familiar voice at the end of the telephone.
Offerings
Once a starting risk profile has been agreed upon, investors can
choose from three offerings in GBP, USD, or EUR:
Classic Portfolio
Direct investment in individual shares and bonds of companies. Invest in global leaders in respective industries.
Multi-Manager Portfolio
Access financial markets using third-party fund managers. Allocate to managers with expertise in retrospective regions.
Please note our annual management fee is inclusive of dealing fees and custody charges which covers corporate activity,
dividend processing and coupon collection.