Why choose us?

We want to help you deliver a first-class service. That means understanding your business requirements and the issues you and your clients face.

The ultimate aim is to benefit all concerned ­– providing you with support and expertise and maximising your clients’ investment opportunities. The benefits are clear:


  • Adaptable approach built around you and designed to meet the investment needs of all your clients
  • Strong performance – we submit data to Asset Risk Consultants (ARC) allowing independent peer group comparison of our performance.
  • Attractive fees and focus on keeping down all costs
  • Use of direct equities within portfolios is a distinctive service feature and can help reduce costs
  • Clear uncomplicated investment process with a focus upon investment liquidity
  • Accurate reporting and prompt responses – we understand their importance in delivering good client service
  • Dedicated support – direct contact with your portfolio manager and team means you will always talk to the same people, ensuring speed and efficiency
  • Online client reporting tools keep you fully informed
  • Clear service level agreements demonstrate our professionalism and adaptability

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.

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