Performance&service

Performance

It is important to offer objective performance measurements, so we submit data to a number of independent consultancies to enable historical investment performance to be benchmarked against that of our peers.

For instance, we submit data to Asset Risk Consultants, which compiles private client and charity indices, and to Enhance MPI, which produces the Trustee Managed Portfolio Indices.

We agree an appropriate benchmark with every client – be it real return or a relevant market return – and deliver valuations quarterly where the performance of your portfolio is clearly shown against this benchmark.

This willingness to be measured reflects not just our confidence in our strong track record, but also our commitment to transparency.

Of course, our focus on performance extends beyond the investment arena. We are committed to delivering outstanding personal service too – giving you direct access to the team managing your money, delivering accurate, up-to-date information and prioritising your needs above our own convenience.

It is a measure of our success that the key driver of our rapid growth has been client recommendation. We are tremendously proud – and appreciative – of the fact that so many of our clients are happy to recommend us to friends and colleagues.