The UK’s ultra long-term
focused wealth manager.
focused wealth manager.
Thank you for your patience
Even in volatile and dramatic investment scenarios we aim to take a long-term and conviction-led approach. We place your and our views at the heart of the investment strategy.
This is constantly monitored and evolving. We take a long-term flexible approach. We care, we act and execute.
Your clients have worked hard to get into the financial position they currently enjoy. Now let them reap the rewards. Choose us as your investment provider for a personalised service and investments that make a virtue of taking the long-term approach.
Our firm is built on honesty, integrity, transparency and the desire to deliver above and beyond the needs of clients.
Experience shows us that the best results come from thinking long term, both with investments and client relationships.
As conviction-led investors, we do not worry about short-term market movements.
Our investment style and methodology remains consistent.
We buy well-established funds from well-established fund houses.
We require daily pricing, full visibility of monthly holdings and investment commentary.
Our investment process incorporates variables such as risk and return. It is driven by our expert forecasts and the knowledge of fund managers with whom we have worked with for years.
Transparency is crucial, so with every investment, we demand full visibility of daily pricing, monthly holdings, investment commentaries and the fund manager's strategy.
By making an investment, your capital is at risk. The value of your investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance.