Whether you’re a financial advisor, trustee or private client, placing your wealth with an Investment Manager can help to take the stress out of making day-to day investment decisions. Our dedicated team employs active portfolio management to constantly monitor the markets and make decisions on how best to optimise your strategy.
Find the perfect solution. We work with you, using our digital investment profiler, to gauge your risk appetite and understand your return objectives. The profiler programs and projects your performance over the lifecycle of your strategy.
A strong track record of returns: We measure the returns of all of our strategies against appropriate peer group benchmarks and have consistently outperformed over the last 27 years. Peer group benchmarks collect data from a range of different providers in the private client investment management industry to give effective comparisons.
Why choose our investment management services?
Free up your time
Our investment managers can take the stress out of managing your portfolio and ensure you stay on track to achieve your financial objectives.
A range of risk rated strategies
Select from a number of risk profiles with defined time horizons and expected returns.
A team of specialists
Our portfolio managers have over 150 years’ collective experience in managing investment strategies for clients.