Our Services

Best Choice of Funds

We offer a range of specialist fixed income funds and services to suit the different requirements of our investors; from public investment funds through to segregated portfolios for Institutional investors.
We bring the same commitment to transparency and attention to detail and the full depth of our experience to all of the funds and services that we provide. For further information, select the relevant section below.

Our product offerings are for both professional and institutional clients, covering open ended funds, closed ended funds as well as segregated mandates. Our portfolio teams cover three distinct business areas but with a high degree of collaboration.

Investment planning

An investment plan helps you invest more effectively. It ensures your portfolio is properly diversified, you are not exposed to unnecessary risk, and that any future investments are aligned with your objectives.

And it all starts with some fundamental questions:

  • What level of return do you want to aim for?
  • How long are you investing for?
  • How comfortable are you with risk and volatility?

The right investment plan will take into account your personal feelings and priorities to arrive at a solution that aims to deliver the outcomes you want.

This could include:

  • Managed funds
  • Discretionary and managed portfolios
  • Passive investments
  • Direct investments in stocks and shares
  • ISAs
  • SIPPs (Self Invested Personal Pensions)
  • Enterprise Investment Schemes
  • Venture Capital Trusts

We will explain the benefits and disadvantages of each option and discuss ways to ensure your portfolio stays on track to meet your goals. Our aim is to give you the confidence to invest for the long term, knowing your money is working hard for you.

For further information or to schedule a meeting with one of our experienced advisers please call or email us.