We believe the only useful advice is personal advice.
Whether you need advice about an income or growth strategy to match your risk objectives or any other concern, our approach is the same. We take time to get to know you as a person, not just as an account number. We listen to what you want from your investments. Then we pool our knowledge internally so we can try to match our services and build a portfolio to meet your specific requirements.
We will be in contact as often as it suits you, communicating in a way that is clear and makes sense. We will talk to you openly, setting out the facts as they are, not as we would like them to be.
Beyond the UK
Our Jersey office was set up by partners from our London office and provides an offshore centre for many of our clients with this requirement.
For clients requiring services in jurisdictions outside of Jersey, we will manage portfolios custodied through one of our external asset manager partners. These could be custodied anywhere from Singapore to Zurich, depending on the requirements of the client.