Investments

Services

We believe the financial needs of our clients can only be properly met when they are fully understood. Our investment advisers are always at hand to help clients choose the right asset mix for their portfolios, balancing risk and reward, to maximise income or growth, in line with their risk profile.

We advise clients across all asset classes including cash, government bonds, corporate bonds, high yield emerging market bonds, equities, commodities, hedge funds, real estate funds and structured products offering full or soft protection.

• Advisory Portfolio Management
  Our non-discretionary portfolio management service is suitable for investors who do not have the time or knowledge to construct and manage their own investment portfolio.
• Second Opinion
  We provide a partial or complete independent review of your investment portfolio as a “one-off” consultancy service.
• Investment Consultancy
  We offer a full range of investment consultancy services to private clients and trustees – including; risk profiling, investment policy statement, strategic asset allocation, benchmarking, manager selection and on-going performance monitoring. Additional services can be tailored and offered on an “a-la-carte” basis.

Products

• Non-discretionary Portfolio Management
• Tax Efficient Wrappers
• Lump Sum Investments
• Regular Savings
• School Planning Fees