A range of investment services to suit your clients

Our approach

Your clients are at the centre of our services: our primary objective is to help them reach their personal investment goals. The best way for us to achieve this over the long term is by growing the real, inflation-adjusted value of their assets, in a way that fits with their risk attitude.

Our investment management philosophy is based on five core beliefs:

• Active investment management
  We work to add value for your clients through both asset allocation and investment selection
• Equities deliver the best real returns over the long term
  This shapes our long-term approach, which gives markets time to adjust and work in your client’s favour
• Risk control is fundamental to wealth protection in extreme market conditions
  Investing in equities can involve considerable risk, so we try to balance that risk by diversifying your clients’ portfolios with multi-asset class investments
• Investing cannot be separated from the world we live in
  In our opinion, sustainable companies that integrate environmental, societal and governance factors produce better returns over time
• A rigorously designed portfolio is key to aligning your client’s outcomes with their objectives 
  Based on what you tell us about  your client’s knowledge and experience, we structure their discretionary portfolio to match the amount of risk they can afford and are prepared to take.