Discretionary Investment
We operate many different mandates for a variety of clients ranging from families and their pensions to life interest trusts. Our philosophy is to focus on achieving the optimal post tax return within a pre agreed range of results. Accordingly, we take time to debate & understand each client's financial objectives and attitude to risk before developing an investment structure that, historically would have met their goals. This central structure is constantly adapted to take into account our view of the short term future for certain types of investments, whilst simultaneously, our team is analysing and choosing specific investments as the building blocks of the portfolios.

Our qualified discretionary investment managers are directly accessible by telephone, e-mail or for face to face meetings and will provide formal audited valuations at least twice a year.

For further information regarding our Discretionary Investment Service please view our:
Discretionary Investment Brochure

Alternative Investment
Our role is to allocate capital across strategies, managers and currencies, with the goal of generating an attractive risk reward for our clients. We manage two categories of capital: absolute return and thematic. Absolute return strategies are designed to perform in the medium term regardless of market conditions, whilst thematic strategies are opportunistic and directional. We invest across asset classes, geographies, strategies, liquidity profiles and time horizons with the objective of adding value for our clients. We also pride ourselves on the high level of operational due diligence we perform on investment structures before allocating capital. We take a global perspective when publishing our investment views but also try to communicate our views on often complex subjects in a digestible manner.