High-net-worth clients come to us for our proven results and the superior returns we consistently produce for them.
As truly independent advisers, we don’t have in-house products to sell you. This gives us the freedom to select expert investment managers that consistently outperform the market.
We use ARC Research – the UK’s leading provider of investment research and performance monitoring – to guide our selection. So you get the most appropriate investments to match your needs, with rigorous performance tracking across a wide range of markets.
No two investors are the same. Which is why we start by understanding your financial personality. For example, getting to know you, your situation, attitude to risk, investment preferences, and what you want to achieve for you and your family. This ensures we can provide you with the right services, advice and support.
A successful portfolio is one that balances investment potential with a level of risk that you find acceptable. This often means keeping abreast of market intelligence, factoring in the effects of global developments, and blending a range of investments at home and around the globe.
Experience tells us that people benefit most from an investment strategy that’s well-researched and meticulously constructed for their individual needs.
Experience shows that you get the most from your investments when your strategy is built on solid research and shaped around what you want to achieve. You might be looking to grow your wealth over the long term, create an income for later life or pass on capital to future generations.
Individual investors don’t always have the time to follow ongoing developments in financial markets. People with packed schedules and busy lives find it easier and more reassuring to rely on our professional asset management expertise.
With our discretionary service, we agree with you in advance the investment goals you wish to pursue. We then build your investment solution by blending leading discretionary investment teams, who all bring a different viewpoint to the route to the optimal returns, to provide the best opportunity to meet your objectives within the risk profile that you agree is appropriate for you. Discretionary management means that the teams we put in place will make day to day investment decisions with the aim of optimising return within your specified risk tolerance without the need to involve you in the day to day matters. Our ongoing role in the overall relationship is to take responsibility to confirm that they are undertaking their roles to their best advantage by overseeing the teams to ensure that they are making the best decisions on your behalf within the parameters given, and to ensure that they remain competitive within their peer groups.
Of course, we keep in regular contact with you – meeting you annually for a full review of your investments. At this meeting, we’ll revisit your investment goals and note any changes you might want us to make. We also provide half-yearly valuations backed up by a full transaction history. You can also view your portfolio online at any time through our secure portal, making us accountable to you 24/7/365.
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As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.
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