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Portfolios

One of a kind.

Your portfolio is as individual as you.

Our approach is simple: We offer informed, objective advice based on your aspirations and calibrated against the level of risk you are comfortable with.

We create a bespoke portfolio to meet your requirements. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.

Discretionary Portfolio

 

  • Our investment process defines the structure of these portfolios, but the day-to-day management is given to your personal investment manager.
  • This is the choice for clients who wish to delegate all investment decisions to someone else.

Advisory Portfolio

 

  • Maybe you prefer to be more involved with both the investment strategy and the daily decisions.
  • Your investment manager will have an understanding of your objectives and sensitivity to risk, and will match investment ideas accordingly.
  • No transaction will be executed without your prior agreement.

Execution Only Portfolio

 

  • This enables you to retain full control over your investments by making use of our dealing and custody service.

  • Private Clients
  • Entrepreneurs
  • Institutional
  • International
  • Charities
  • Companies
  • Pension Scheme trustees and advisers

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 the 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.

As entrepreneurs ourselves, we understand the challenges and risks involved in starting a new business.

For that reason, we believe we are ideally placed to give entrepreneurs the help they need to realise their dreams.

We offer advice and support throughout the lifecycle of your business, from initial structuring to planning an exit strategy. Our services cover:

Business financing
Your business depends on the right idea, the right people and access to capital to fund the business. We can facilitate fund raising introductions to help you raise the capital you need to grow your business.

Growth planning
We can help you choose accountants and lawyers, and give you advice about how your business needs to evolve to secure other investors or key staff.

Financial strategy
Our professional contacts across the industry can help provide guidance on every aspect of your financial strategy.

Exit strategy
We can advise you on the financial implications of selling your business and help you plan accordingly.

We are dedicated to supporting entrepreneurs in achieving their goals and reaching a greater understanding of their wealth planning needs. Visit our entrepreneurs blog Empowering the Original.

We manage mandates for friendly societies, insurance companies and charities and take the same bespoke approach as with our individual clients.

The specialist advice we offer through a dedicated team is based on gaining an intimate knowledge of the organisation, however large it may be.

Understanding your firm’s history, ambitions and culture is crucial as we view the investment portfolio in the wider context of your business. As a result, our clients appreciate not only the results, but also the more intangible personal element of the relationship.

We know that equity and fixed-interest fund management are very different disciplines. Our team has specialists in each class, and they work together to deliver a cohesive approach.

With regard to our insurance clients, based on our assessment, insurers can benefit from an implementation of the Solvency II regime which reflects our clear and detailed understanding of the directive resulting in a workable solution, both in terms of investment strategy and Solvency II reporting.

Your main point of contact is with the decision-maker, someone with a sound understanding of your sector. We work closely with your Board or trustees to provide ongoing strategic guidance and will agree a relevant benchmark or targeted return objective to meet your requirements.

A bespoke investment management service for Financial Mutuals:

  • Active management of both your fixed income and equity investments as distinct disciplines, under one cohesive team approach
  • Regular review meetings with you and your advisers to further cement our relationship
  • Attendance at Board meetings, strategic guidance to your Board on asset allocation
  • Solvency II reporting capability at no cost to you
  • Cash flow and liability matching expertise
  • Tailored and timely reporting to suit your particular requirements
  • Strong and effective risk management disciplines
  • Competitive, all-inclusive transparent charging structure
  • Enviable track record

We are proud to be an Associate Member of the Association of Financial Mutuals.

For more information, please contact Jacqueline Crawley Head of the Institutional Team: +44 (0)20 3207 8110

Our bespoke international wealth management service provides a portfolio of our best investment thinking, designed especially for UK resident non-domiciled clients, and non-UK resident clients.

With exceptional personal service and unstinting attention to detail, we work with international private individuals and families with complex financial affairs. Our multi-platform custodial arrangements allow jurisdictional diversification based on each client's personal requirements. We have no products to sell and therefore no conflicts of interest, just impartial advice to share, along with a transparent pricing structure.

Our expertise is drawn from experience across a hugely diverse group of individuals and families, and how they arrange their finances. Whatever your requirements, whether it is investments, loan (Lombard or real estate), banking or advice, wherever you are in the world, we can help you make it happen. We will work with any professional advisers you already have, wherever they are in the world, to coordinate your financial affairs.

Read more about our International service

Read more about our Tier 1 investor visa service

Each charity is built on a particular set of values. The way its assets are invested should be no different.

We manage investment portfolios for a wide range of organisations across the charity and non-profit sector. Our clients include educational trusts, fund-raising charities, foundations and religious orders.

We understand that while many charities share similar income and capital requirements, each charity is different and their investment portfolios must reflect their different needs. We are on the panel of investment managers used by Charities Aid Foundation (CAF) and we take time to get to know the trustees’ priorities and values to build a portfolio tailor-made to suit them.

Our ethical screening service provides trustees with the extra reassurance of knowing that they are investing only in companies that make positive contributions to society, and do not conflict with the charity’s values and beliefs.

From small start-ups to mature businesses, we help companies invest in a way that’s right for them.

Whether it is a start-up finding its feet, or a mature business with a board of directors responsible for investment decisions, we provide a bespoke investment management service to help companies achieve their aims.

As every company has a range of investment needs, timescales and liabilities, well-targeted advice is critical.

We believe each pension scheme has its own unique set of circumstances.

We offer advice to Trustees of Defined Benefit (DB) pension schemes as we understand the novel challenges they face. We specialise in smaller DB arrangements, typically those with less than £100m in assets.

Our experience and skill in this area, together with our strong working relationships with actuarial and consulting firms, means we fully appreciate the issues facing Trustees.

We provide a bespoke service to help schemes invest their assets and achieve future returns in a manner consistent with the profile of their liabilities, the strength of their employer covenant and their overall funding position.

Furthermore, our strong service ethic means that Trustees and their other professional advisers can expect to be fully supported by a dedicated Investment Manager.

A bespoke investment management service for DB pension schemes

  • Direct and pooled investments appropriate to the scheme’s needs
  • Cash flow and liability matching expertise
  • A dynamic portfolio for the scheme’s growth assets
  • Guidance on overall asset allocation decisions
  • Tailored and timely reporting
  • Regular attendance at Trustee meetings
  • Strong and effective risk management disciplines
  • Competitive, all-inclusive transparent charging structure
  • Enviable track record

We are proud to be a member of both the Pensions and Lifetime Savings Association (PLSA) and the Society of Pension Professionals (SPP).

Risk management

Risk means different things to different people. We therefore make sure we define what risk means to you and fully understand your attitude to risk within our guidelines. This helps us to manage your portfolio in a way that feels comfortable to you.

We manage risk by:

Listening to you. We take time to thoroughly understand your attitude to risk in different situations, and manage your portfolio accordingly.

Keeping in touch. Your attitude to risk might change over time. Regular contact allows us to make sure that we can keep up to date with any changes in your outlook or situation. We will keep you updated as frequently as you wish, in whichever way is most convenient for you.

Using the right tools. We use a number of risk monitoring tools to try and ensure your portfolio is managed according to your expectations.

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