We can help you get the most from your money with access to our personalised expertise. Our intelligent financial management and proven investment abilities reassure our clients and help them face the future with confidence.
The investment service we offer is called ‘discretionary management’. You delegate the day-to-day management of your investments to an investment manager. Their experience and knowledge helps them to astutely look after your affairs and act quickly on your behalf.
Your investment manager creates a portfolio tailored to your needs and maintains personal contact with you throughout your relationship. What we propose for you will depend on what you want to achieve with your investments and the risk you are comfortable taking.
The value of investments and any income from them can fall and you may get back less than you invested.
Once we have established your risk parameters, we set up your ‘asset allocation’ to give you the best chance of achieving your investment goals. This is the broad make-up of a portfolio in terms of different types of investment or ‘asset class’: for example, the proportion it has in company shares, bonds (either company or government), cash and alternative investments such as property.
Getting the balance right is crucial. If you err on the side of caution, your returns may not counter the effects of inflation, while too much risk could deplete the funds you have in the event of a downturn. This is where our experience truly matters – and where being adaptable can make a meaningful difference.
Our clients benefit from an award-winning research service that provides experience and capabilities that bring us insight seldom matched in the industry. We believe the core of good research is to dig deep, behind the numbers and the headlines, to find the attributes of a company or sector (eg. consumer goods or financial) that matter.
With this smart research at their disposal, our investment managers are well positioned to offer a better quality of advice and service. They use this intelligence – gathered from 16 full-time analysts – to give them a valuable edge when making decisions on your behalf.
Our research is wide-ranging to help maximise the investment opportunities for all of our clients.
We are always looking for ways to improve our service, so if there is something you think we could do better, or that you think we are doing really well, we would love to hear from you.
The only thing we ask is that you do not include any personal information, like account numbers, in your email. If your matter is urgent, needing our personal attention, please contact your local office.
You may be contacted to follow up on your comments but we don't keep any personal information, so you won't be contacted for marketing purposes and we will not share your personal information with anyone outside of the company.
If you wish to complain about any aspect of our service, we will do what we can to not only meet, but exceed your expectations of a swift and thorough resolution. More details of our complaints procedure can be found here