Our investment management service is designed to deliver your financial goals using a robust framework that leverages our collective investment committee approach.

Investments designed with you in mind

We offer a personalised investment management service. We take into consideration your personal circumstances and objectives as well as those of your wider family. We will consider your career and business aspirations, lifestyle changes and even the legacy that you would like to leave behind. Using this full understanding of your goals, your time horizon and your circumstances, we will provide an investment solution designed to deliver on performance while balancing your risk preferences.

Investment Committee

You will be matched with a qualified and experienced investment manager who will be your main contact point and direct line into our Investment Committee. All our Investment Managers sit on our Investment Committee through which we construct and manage our client portfolios. We have no conflicts as a result of “in-house” products, instead, we research the entire fund management universe and invest only in teams and strategies that we believe to be best in class. All investment strategies and portfolio changes are approved at committee level, leveraging our collective experience, promoting active discussion, constructive debate and delivering a robust governance structure.

Transparency is important to us. You will always have direct access to those who make investment decisions on your behalf. Outside of your review meetings, your investment manager will provide financial market and performance updates as well as advice or guidance as required.

Discretionary

We provide a discretionary portfolio management service, where you delegate the day-to-day investment decision making responsibilities to our Investment Committee. Many investors choose this approach as it relieves them of the responsibility and frees up time to spend on the things that matter to them most.

We offer a personalised service and will tailor the experience for you. You may wish to meet annually or prefer more regular contact with your Investment Manager. You are always welcome to bring family members or other advisors with you. Through an online investor portal, you can monitor your portfolio and access key documents at your convenience. Whether you are new to investing or have many years of experience, our team has the experience and expertise to ensure you get the level of support.

We firmly believe that investors with similar objectives and risk tolerance should achieve consistent outcomes over time. We aim to achieve this via a centralised framework through which the Investment Committee delivers our collective view across all client portfolios. We deliver model-based portfolios across a range investment styles and risk levels, meaning that whatever your investment preferences, we will have a solution that is right for you.