Investment Management

Investment Management

You want your money to work hard for you. Our investment management team has the expertise and the time to dedicate to helping you make the most of it.

Rounded advice

When you work with an investment manager, you want to know they are thinking ahead on your behalf. You expect them to provide advice on specific investments and technical issues. But you also want them to help you make the right decisions at the right time. We can help you to have these crucial conversations with those closest to you and your advisers. We have been providing rounded advice for over three decades.

The right approach for you

We begin by understanding your ambitions, attitude to risk, and time horizon. Based on these factors, we will invest your money across a selection of assets that enable you to balance risk and return in a sophisticated way. We are always available in person, over the phone, or by email, and we will regularly review your plans to help keep you on track.

Your investment options

We can offer you unbiased recommendations from a world of investment opportunities. When we do, you can be sure that we’ve researched each investment, testing its performance, measuring its potential, and challenging our preconceptions to help preserve and grow your wealth. Our in-house research team provides market intelligence and macroeconomic analysis to support our investment managers. By looking beyond equities, we bring diversity and flexibility to our offer.

$M

in Managed Funds

K

Clients Globally

%

Av. Annual Returns

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