Services
Investment management
Portfolios are constructed against your objectives and your tolerance for loss — not against a house view of what markets will do next.
Discretionary management
We take day-to-day decisions within an agreed mandate, so your portfolio can be adjusted promptly without waiting for sign-off.
Fixed income specialism
Sterling bond ladders and fixed rate products designed to deliver a contracted coupon and a known maturity date.
Risk and suitability
Every mandate is documented, with capacity for loss assessed as carefully as attitude to risk, and reviewed at least annually.
Costs and reporting
A single, clearly stated fee. Quarterly valuations showing performance, income received and every charge deducted.