Discretionary Investment Management

Investment Solution 
Simple, Liquid, Transparent

Investment Philosophy 
Bottom up, Long-term, Client focused, Thematic, Valuation Driven

Investment Team 
Experienced, Invested, Client focused

Hand over the day-to-day management of your investment portfolio; your investment manager will monitor your holdings and make the investment decisions on your behalf.

We offer Investment Funds and discretionary services and welcome all types of clients. We are very happy to discuss any specific requirements you may have.

In matching your portfolio to your objectives and risk tolerances, our Investment Managers will employ our proven core investment strategies to satisfy your requirements. Regular reporting and updates are designed to ensure that you are kept fully in the loop and briefed on the progress of your investments.

We understand life is a journey, by providing you with direct access to your investment managers with a detailed understanding of your circumstances we will work closely with you as and when your future situation evolves.

We invest in quality assets that aim to benefit from our long-term investment themes driven by irrefutable global trends; changes in demography, globalisation and technological developments.

Personal advice from a knowledgeable and proactive team

At the core of our business is a stable team that has been investing together for nearly 20 years. The team’s interests are aligned with investors and shareholders, through holdings in our parent company’s stock and also through our investment funds.