We know we are in a position of great responsibility. As independent discretionary fund managers, our clients place their trust in us, relying on us to invest their assets with expertise and care – as if they were our own.

Being independent, we are not constrained by corporate directives or expected to follow a strategy determined by others. Our investment philosophy is exactly that: ours. It is a product of our combined expertise, and as a small team, we understand and appreciate the trust that is placed in us.

Our sense of responsibility informs every aspect of the way we work.

Getting to Know You

The job we do is a complex one, but we believe that our clients deserve a simple, straightforward approach. For this reason, we always begin with an initial conversation – a mutual introduction that gives us an insight into who you are, what you are looking for and how we can help.

A major advantage of our boutique size is that, right from the start, you will be talking to one of our investment managers – a member of our highly skilled team.

This is the person who will look after your investments on a day-to-day basis and who will make decisions based on a deep understanding of what you want to achieve.

We pride ourselves on our investment skill and expertise, of course, but our high levels of personal service and the accessibility of our team are also essential to the way we do business.