Much of the investment management industry is encumbered by size, or by historic notions of the ‘way things should be done’. In contrast we are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of asset classes to meet their needs and to adapt to different market environments.
We encourage an open dialogue with everyone who invests with us. We want to develop a clear understanding of their financial aspirations so we can build a portfolio that suits their exact requirements. We are always on the end of the phone, and will respond speedily to emails.Ultimately we want clients to feel connected to the investments we are managing for them and understand what we are doing for them.
We do not believe in making any investment simply because it is part of a benchmark, or is a large company or is part of a certain sector. We make our investments based on conviction alone. We have our own published price targets for each investment we make and investors are always welcome to scrutinise our thought process.
We are an established yet boutique sized business, which allows us to dictate our own processes and access to the market’s most exciting and emerging investment stories. Moreover, we provide an enhanced, responsive service and generate superior risk adjusted investment returns.
As a privately owned independent firm, we are unconstrained by the conflicts that effect the large dominant firms with multiple national offices. This enables us to offer a more dynamic, personalised and flexible service.
According to the financial advisers and investors that we currently work with, it is our refreshing approach and outlook to investment services that really sets us apart from the more traditional investment companies.
Established in 2010, we have a reportable track record and reputation, and are proud to have delivered upon all of our objectives.
Our risk adjusted returns are significantly ahead of those of our peer group and the customised benchmarks built for each portfolio. Our dynamic approach has been recognised by leading industry commentators with Wealth Manager Profile of the year awards, and a finalist at national awards.
Industry recognition is one thing but what really matters is the view of our clients and on this note we have accumulated a humbling set of glowing testimonials.