Designed around each client
Feel confident your client’s investments are taken care of, with a carefully crafted and managed portfolio. Each client has a dedicated Investment Manager and receives their own personal portfolio, to match their individual circumstances and goals.
We invest in individual stocks and bonds, third-party investments funds and other alternative asset classes. This grants your client access to a wide range of assets, investment styles and strategies for added diversification.
Why choose our tailored service
Tailored
A personalised portfolio, built and run in line with your individual client’s wishes, long-term objectives and attitudes to risk
Global
Your clients benefit from promising opportunities all over the world
Safe hands
We’ll always prioritise your client’s risk profile over chasing short-term returns
Informed
Stay up-to-date on your client’s investments and performance with regular contact from your client’s Investment Manager
What our IFAs say
We’re fortunate to have developed a strong working relationship with many IFAs over the years.
We're delighted to have been recognised as a top-performing DFM in Defaqto’s 2025 Satisfaction Study.
This is the thirteenth year in a row that we have achieved 5 Star Ratings for our bespoke service and our direct managed portfolio service (MPS). It is also the 10th year running for our MPS on Platform service.
These ratings outline our services as some of the highest quality offerings on the market. We are proud that the high quality and comprehensive propositions that we offer our clients have been recognised by Defaqto.
