Discretionary Management
Bespoke portfolios managed day-to-day by an experienced investment manager, aligned to your objectives and appetite for risk.
Learn moreIndependent, considered investment management for private clients, families, charities and institutions. Built on long-term thinking and personal service since 1998.
From portfolio construction to succession planning, our specialists work together to protect and grow what matters to you.
Bespoke portfolios managed day-to-day by an experienced investment manager, aligned to your objectives and appetite for risk.
Learn moreCash-flow modelling, retirement and pension planning that gives you a clear picture of your financial future.
Learn moreThoughtful structuring of trusts and inheritance so that wealth passes efficiently and as you intend.
Learn moreInvestment solutions for charitable trusts and foundations, including ethical and responsible mandates.
Learn morePortfolios that reflect your values, combining rigorous ESG analysis with long-term return objectives.
Learn moreISAs, SIPPs, offshore bonds and more, managed to make the most of every available allowance.
Learn more"The best investment decisions are made patiently, with a clear view of the decades ahead."Eleanor Hartley, Chief Investment Officer
Every relationship begins with understanding you. We then apply a rigorous, research-led process to build a portfolio that stands the test of time.
We take time to learn your goals, circumstances, timeframe and attitude to risk.
Your dedicated manager builds a diversified strategy tailored to your objectives.
We monitor and rebalance continuously, drawing on our in-house research team.
Regular face-to-face reviews and clear reporting keep you informed at every stage.
Individuals and couples seeking a dedicated manager and a personal service.
Multi-generational wealth planning, family governance and education.
Endowments and foundations with specific income and ethical requirements.
Partners at law and accountancy firms working alongside us for their clients.
Our view on what easing monetary policy could mean for bonds, equities and income-seeking investors.
A practical checklist of the reliefs and allowances worth reviewing ahead of the tax year end.
How active engagement with company boards can create value for shareholders and society alike.
Whether you're an existing client or considering working with us, our team would be delighted to hear from you.