Professionals and Institutional Partners
The services we offer professionals and institutional partners are primarily focused on discretionary investment management. Our aim is to build solutions that are tailored to specific objectives on behalf of independent financial advisers, other professional introducers, trustees and corporate executives.
In some cases we operate alongside institutional partners in dealing with their clients while in other circumstances we work exclusively with the intermediary. The relationship can be as flexible as the institutional partner wishes.
Our experienced team can help you, your family or your organisation create a tailored portfolio aimed at maximising wealth over the long term.
By taking advantage of our investment expertise, IFAs are free to focus on financial planning, managing client relationships and growing their business.
Helping charities and their trustees manage investments to generate income, preserve capital and control risk.
Our portfolio management service can help you maximise investment returns without compromising your or your organisation’s values.