Our Wealth Management Offering

Client Services

• Discretionary investment management for private clients, charities and trusts.
• Flexible account structure: taxable, non taxable, execution only and money market accounts.
• Tax efficient wrappers: ISAs, PEPs, SIPPs and offshore bonds
• An account manager to assist each client day to day.
• Reporting and performance review quarterly.
• Benchmarks aligned to the client’s risk profile providing full accountability.
• Minimum total investment of £100,000.

Portfolio Design

• Portfolios structured to precisely meet the needs of each client.
• Risk and return defined in measurable terms so client expectations are fully realistic.
• Access to four asset classes: money markets, bonds, equities and alternatives.

Investment Management

• Globally diversified portfolios.
• The option of either a portfolio directly invested in individual securities or a portfolio of funds.
• Modern, quantitative investment disciplines that bring objectivity to investment decision-making.
• A focus on out-performing the client’s benchmark with strict risk controls.

Competitive charges

• initial charge of 1.0% +vat.
• annual charge of 1.25% +vat.
• dealing charges of 0.5% for bonds and 1.0% for equities.

Discounts on fees are available for substantial portfolios.