We are an established owner-managed, independent ‘boutique’ providing discretionary investment management services to predominately private clients through our bespoke portfolio service, an AIM portfolio service and an actively managed MPS service to financial advisers.

Our MPS portfolios cover five risk mandates; Conservative, Moderately Conservative, Balanced, Growth, and Adventurous. Additionally, we work closely with Advisers from the outset as rather than launch our MPS solutions on every platform, our approach is to find out where their client assets are hosted and ensure that our quality portfolios can be managed as effectively as possible. From there, we build portfolios to meet their requirements rather than trying to fit them into a pre-determined box. The quarterly investment meetings bring greater engagement and vested interest from all parties, ultimately for the benefit of the end client.

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