A holistic approach to your wealth and investment goals, unique to you
As a private client, you’ll work with a dedicated client adviser to adopt a truly holistic approach, that provides a tailor-made service in managing your wealth and financial goals.
We’ll create bespoke investment portfolios, aligned with your aspirations and attitude to risk, which can be managed on a Discretionary or Advisory basis.
Your dedicated client adviser will take the time to carefully evaluate and assess your circumstances, aspirations and risk appetite before any decisions are made. Supported by a team of in-house experts, we will create a dynamic portfolio that’s designed to grow with you and reflect your evolving objectives.
Personalised advice & relationship management
We actively listen and work with you to understand your financial circumstances and goals and we’ll work with you to achieve them.
A dedicated team of experts
From building a strategy based on your aspirations and risk appetite, to ongoing check-ins and guidance; your client adviser and supporting team of in-house specialist are here for you.
High quality, independent advice tailored to your needs
We build financial and investment solutions based on your needs, not on our products or solutions.
Access to your investment portfolio 24/7
Monitor your investments on the go, on any device, from anywhere in the world with our client portal.
We take great care in assembling a team of specialists who will work together to ensure all your financial and investment goals and objectives are met. To discover how our unique approach to private wealth management can help you build a better future, please contact us.
The value of your investment can go down as well as up and you may not get back the full amount invested.
Our investment services
Discretionary Service
Taking the work out of managing your investments
Advisory Service
The final investment decisions remain with you
Oversight Service
Our expert opinion, your investments, your choices
Discretionary Service
With this service, our investment team will use their knowledge and resources to make decisions and changes to your investments on your behalf based on your goals and objectives. With the freedom to react to changes in the market in a timely manner, you can rest assured that your investments are being monitored and managed by experts, keeping your financial objectives on track.
Advisory Service
When you use our Advisory Service, you will receive recommendations on how to most effectively structure your investments, but you give the go ahead before any decisions are implemented.
You’ll continue to be involved in the investment decisions, but with the help and support of our in-house experts. Working closely with us, you’ll hear options and opportunities annually for your investment portfolio, but continue to have the final say in what happens with your money.
Oversight Service
To supplement the support you’re receiving from us, the Oversight Service offers a full suitability analysis of your investments that aren’t managed through us. With this service, our in-house experts will provide you with an annual review of your investments held with third parties. Our comments and recommendations will all be based around your specific goals and aspirations for your future and leaves you in full control of any decision making.