Our recommendations are the product of time spent with clients designing investment portfolios to reflect their ambitions, risk appetite and liquidity requirements. We invest across a wide range of asset classes and our independent approach means we are not beholden to any one investment manager.

We have a range of discretionary portfolios at our disposal, which typically form the bedrock of a client’s liquid asset base. However, our clients’ wealth profiles and extended investment horizons often provide the opportunity to consider investments in alternative or less liquid assets such as Hedge Funds, Private Equity and Real Estate.