Our services

Our service has been forged using the following crucial elements:

• We build very strong relationships with our clients

• We focus on delivering strong investment performance

• We have a highly flexible and active investment process

• We invest alongside our clients

• We design and manage investment portfolios for a limited number of clients

• We will make the investment decisions on your portfolio, not a centralised portfolio management team

• We are dedicated to keeping charges low

• We are completely transparent about how we charge

• We report to our clients using clear language and honest performance statistics

• We ensure that our clients have access to our partners whenever required

• We use the best global research to source the best investment opportunities

• We have an independent panel of experts who help shape our views of the world