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A day of opportunity

Thank you for attending the race day roadshow. This webpage provides the instructions on how to grow your sunflower and further information on the services we discussed with you.

Instructions for planting your pencil:

  1. Plant the pencil in a pot with a saucer in good moist potting soil
  2. Plant at a 30-degree angle with seed capsule only covered in soil
  3. Water often in saucer to keep the soil moist
  4. Keep at 20o C room temperature with natural light – avoid direct sunlight
  5. Within 1-4 weeks, fresh flowers will sprout

Sustainable investing

We hope you enjoyed hearing from Phoebe Stone, Partner and Head of Sustainable Investing. To hear more about the importance of sustainable investing and the opportunities it presents, please watch the video below.

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Charitable commitment

Model Portfolio Service

Our Model Portfolio Service (MPS) is a discretionary investment service comprising six diversified portfolios. The portfolios have been designed to meet a range of objectives and risk appetites and are managed to a target matrix.

Target (over five years)
  Volatility % Return % pa Maximum loss %
Defensive 2 to 4.75 3.0 to 4.5 -5.0
Cautious 4 to 7 4.5 to 6.0 -9.1
Balanced 5 to 9 5.2 to 7.5 -13.5
Growth 8 to 13 6.0 to 8.0 -19.0
Adventurous 10 to 16 7.0 to 10.0 -25.0
Strategic Annual target income of 3.5%

Where targets are given, these are for indication purposes only; the actual figures achieved could be more or less than the ranges given.

Bespoke Portfolio Service

Our Bespoke Portfolio Service is a tailored wealth management solution for clients with individual investment characteristics including specific financial objectives, attitude to risk, income requirements, tax considerations and ethical views. The investment manager will work closely with you and your client to ensure the scope of the client's investment needs are fully understood.

  • Highly-personalised service
  • Industry-leading investment service and analysis

Contacts

To view our services online please visit our website. For more information on any of the above or the additional services we may have spoken to you about please contact your Business Development Director.