Tailored solutions to help you achieve your financial goals
We offer a diverse range of products and services to suit your approach to investment and help you achieve your financial goals.
- Our investment philosophy
Our pioneering approach to wealth management uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns. We measure different aspects of your personality to develop more effective individual investment solutions that reduce the negative impact on returns caused by emotions.
- Our investment services
We offer a choice of investment portfolio management services and strategies, tailored to your approach to risk and designed to meet your financial goals. The value of investments can fall as well as rise. You may get back less than you originally invested.
- Discretionary services
Your portfolio on your terms, steered by us
An actively managed portfolio without the responsibility of day-to-day decision making.
- Advisory services
Make your own decisions, with our expert support
Manage your own portfolio with specialist investment advice every step of the way.
- Execution-only services
Control your own portfolio and trade without advice
Trade directly on the financial markets, while still benefitting from expert research, real-time market information and trading ideas.
- Our managed funds
We offer a range of managed funds so that you can benefit from a diversified portfolio with global exposure, while leaving the day-to-day management to our investment experts. The value of investments can fall as well as rise. You may get back less than you originally invested.
