The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.
who we are
Above and beyond for every client
what we do

Integrated Wealth Management

Our award-winning integrated wealth management service combines ongoing financial planning with flexible and responsive investment management. We have built a dynamic service based on the personal relationship between our clients, their portfolio manager and their financial planner.

investment management services

Our investment management service is designed to cater for a wide variety of clients, with specific needs. For all, we have achieved results that consistently outperformed the competition year-on-year and won numerous awards along the way.


Take a look at our latest in depth thinking on the markets and trends that are shaping them.
Discover More
November investment update
October investment update
Market Commentary 3rd Quarter 2023
September investment update
August investment update
July investment update
Market Commentary 2nd Quarter 2023
JH&P opens a Southwest office
June investment update
May investment update
Market Commentary 1st Quarter 2023
Market Commentary 4th Quarter 2022
Patrick Trueman assesses the big picture for the economy heading into 2023
Market Commentary 3rd Quarter 2022
Market Commentary 2nd Quarter 2022