Our services

Our main proposition is to provide discretionary fund management designed to match your personal attitude to risk and investment experience. We can also provide an associated execution-only account, and can work with financial advisers to allow them to make informed decisions when creating portfolios for clients on an advisory basis. We are also very happy to help with the monitoring of assets held elsewhere and to accommodate their transition to our discretionary service.

Bespoke Portfolio Management

This approach offers you a bespoke risk-assessed portfolio designed to meet your personal goals. It allows us as your investment manager to make appropriate changes to your portfolio whenever we believe it will be most beneficial.

Our associated Execution Only service is designed for clients who prefer to manage directly a portion of their investments, which we can facilitate by offering factual information such as prices and market activity.

Managed Portfolio Service Plus

For individuals that do not require a full bespoke service and are looking to invest between £250,000 and £500,000 we offer a lower-cost service known as MPS+ comprising model-based portfolios within the same asset allocation.

Platform-based Managed Portfolio Service

For clients with smaller amounts to invest Financial Advisers are able to access our lowest-cost service of model portfolios across a suite of risk-rated strategies which are available on a number of platforms. The portfolios are based on the asset allocation as with the discretionary service and are re-balanced quarterly. We rate the risks of the portfolios using software from Distribution Technology.