Investment Proposition & Philosophy

Our Approach to Wealth Management

We offer a wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions. By paying close attention to your financial objectives around planning, investments and retirement income, we aim to develop a relationship based upon clear and impartial advice. It is not always easy to find straightforward, personalised advice on managing your wealth. Our Portfolio Advice Service offers exactly that!

This unique service brings together a suite of diversified, discretionary, managed investment solutions with exposure to world-class investment managers. As well as diversifying your investment by asset class and geographic region, you’ll benefit from having more potential for investment growth whilst managing volatility, all in one service.

Our Investment philosophy is to combine either single style managers or a range of blended solutions. This means we believe we can offer you the best
combination of management style, diversification, performance and value in one simple solution which enables your adviser to incorporate every aspect of your wealth into a comprehensive service offering. We call this unified wealth management.