Our investment track record is an obvious starting point when it comes to identifying what makes us stand out, but we believe you will also notice many other differences.
- You come first. We take the long view, believing the only way to achieve success sustainably is by putting our clients’ needs at the centre of everything we do.
- You are given direct access to your investment team and we ensure they have the time to meet your needs.
- You can understand where your money is invested. We keep portfolios simple, avoiding complex instruments that are difficult to understand and have hidden risks.
- We are also distinctive in using a significant proportion of direct equity holdings, which has helped drive our strong performance and can reduce costs.
- We use plain English and do not try to impress you with technical jargon.
- We value time spent face to face – you are always welcome in our office.
- We believe in succession planning – not just for you but for us. By constantly adding new talent to our teams, we aim to ensure client relationships will last for generations.