Our Approach

Our approach is a very personal one. As a client you are assigned your own individual portfolio manager who works closely with you to develop an investment strategy designed to meet your specific and very individual financial goals.

Once you've agreed your investment strategy you then choose how best you would like your portfolio managed. We offer both an advisory and discretionary service. By opting for a discretionary service you give us the authority to make investment decisions on your behalf, within the parameters agreed with you at the outset. Choosing an advisory service means that you manage your own portfolio and we act as a source of investment advice and as a sounding board for investment decisions.