Our team is here for you
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.
BA (Hons) Econ, PG DIP Acc, IMC, PCIAM
Chief Investment Officer
Client Relationship Manager
BSc (Hons), MSc, ACSI
Junior Portfolio Manager
Investment Analyst / Client Relationship Associate
BSc (Hons), MSc
Patience-the virtue that adds value
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.
Long-termism shapes our relationships and our investments
Experience shows us that the best results come from thinking long term, both with investments and client relationships.
Long-term patient investors
As conviction-led investors, we do not worry about short-term market movements.
Good and credible performance
Our investment style and methodology remains consistent.
Liquid asset investing
We buy well-established funds from well-established fund houses.
We require full visibility of daily pricing, monthly holdings and investment commentary.
Investment philosophy & methodology
Learn more about our transparent and repeatable investment process.
How our process preserves your wealth
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.