A partnership for success

Working with intermediaries

Whether you are a trustee, investment consultant or other professional adviser, we understand your business and the challenges you face. Like you, we focus on the long-term interests of our clients and will work alongside you to deliver the best possible outcomes.

We have many years’ experience of helping professional advisers and family offices to invest and manage their clients’ wealth more effectively.

Our priority is your clients’ satisfaction. We know everyone has different needs and priorities, so we don’t assume, and we don’t take for granted. We take the time to listen and understand exactly what is required, and identify the best way to help.

Clear and timely communication is essential to our approach. We are always happy to meet with clients and will conduct regular portfolio and planning reviews.

We offer you:

  • A deep understanding of the financial needs of high net worth individuals and families
  • Impartial, sound advice 
  • Transparent and competitive fee structures
  • Efficient and responsive service

Accountants

We can help you add value for your clients through bespoke investment management and expert financial planning.

Our skills can work alongside your own expertise to make sure clients are well-placed to achieve the outcomes they want, without exposure to unnecessary risk.

We provide advice on all aspects of financial planning including:

  • Divorce
  • Family trusts
  • Income and business protection
  • Inheritance and succession
  • Pensions and retirement
  • Tax-efficiency planning

Our multi-asset investment solutions are actively managed and can be tailored to suit your client’s requirements. Our long-term focus is to nurture and protect their wealth over the longer term.

Find out more about our investment solutions
Find out more about financial planning
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Legal professionals

We know that you and your clients demand best-in-class solutions, backed by personal service and rigorous attention to detail.

Our award-winning investment management and financial planning services can help with a range of issues, including:

  • Bespoke investment portfolios
  • Divorce and arrangements for children
  • Family trusts
  • Income and business protection
  • Inheritance and succession
  • Pensions and retirement
  • Tax-efficiency planning
Our long-term focus is to nurture and protect your client’s wealth over the longer term. We can also advise on ways to maximise the impact of any charitable donations or philanthropy.
Find out more about our investment solutions
Find out more about financial planning
Contact us

Investment consultants

With us, your client’s interests will always come first. We will look after their wealth as if it were our own.

Our multi-asset investment solutions are actively managed and can be tailored to suit your client’s detailed requirements. We aim to nurture and protect your client’s wealth over the longer term.

We approach every investment decision with an institutional mindset, seeking out the best quality securities through in-depth research and forensic attention to detail. Markets will rise and fall; but our rigorous and disciplined investment process has delivered consistent, sustainable returns through good times and bad.

Our proven asset allocation and stock-picking skills are further enhanced by our risk modelling, created with the assistance of Moody’s Analytics data, a world leader in risk management and financial forecasting technologies.
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Trustees

For trustees of offshore companies and family trusts, we offer bespoke investment solutions designed to grow and preserve wealth in the most tax-efficient way.

Our award-winning approach to investment, based on intensive research, is backed by the highest levels of personal service and support.

Our multi-asset investment solutions are actively managed and can be tailored to suit your client’s detailed requirements. We aim to nurture and protect your client’s wealth over the longer term.

We approach every investment decision from an institutional perspective, seeking out the best quality securities through in-depth analysis and forensic attention to detail. Markets will rise and fall; but our rigorous and disciplined investment process has delivered consistent, sustainable returns through good times and bad.

Our proven asset allocation and stock picking skills are enhanced by our association with Moody’s Analytics, a world leader in risk management and financial forecasting technologies.
Contact us

Contact us
Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.