Expertise&accessibility

Investment management

Choosing an investment manager is about more than finding someone who will preserve and grow your wealth and income.

You need to trust the people who look after your money. You should be able to speak to them directly. We believe strong communication is a cornerstone of strong performance.

  • We offer a personal service that draws on our heritage and our commitment to building client relationships.
  • Every one of our clients has a dedicated investment management team, made up of two senior portfolio managers, an assistant portfolio manager and an assistant.
  • You can talk to your investment management team directly – there is no “gatekeeper”. We also offer expert commentary, online valuations and access to all the information you need.
  • We are proud of our investment performance and share data with a number of independent organisations to help benchmark our success against that of our peers.

Our investment management process is at the heart of our approach. Click here to learn more.