Providing a service that is exceptional in every way
Our service is built upon five core pillars:
Quality of Service - Direct and reliable access to your Investment Manager ensures that your objectives and requirements are continuously at the forefront of our mind
Tailored Portfolios - Individually crafted investment solutions designed to meet your specific needs
An Investment Philosophy focused on real returns and preservation of capital while understanding that no investment is without risk and that you could get back less than invested
Prudence - as stewards of your wealth, we are careful to only invest in liquid and transparent instruments that are easily realisable and that we fully understand
Trust, Transparency and Longevity are our greatest assets and service is a point of pride to us. Our aim is to not just meet expectations but to exceed them
Our service ethos is based upon the following values:
• Clients are individuals and we treat you as such
• Both the investment offering and client service interaction is completely bespoke
The customisation of your service and portfolio is driven by your needs and objectives
• We will always communicate, in good times and bad
• We have full transparency of fees, reporting and performance
• This is, by design, a long-term relationship