About us

Investment philosophy

We believe that professional investment services should be available to a wide range of people, not just the very wealthy. When we invest, we use the same underlying process to manage portfolios for all of our clients, whether it’s one person’s annual ISA allowance, or the money accumulated through generations in a family trust.

We think that successful investment management should accommodate different investor objectives and different levels of tolerance for risk. Our seven risk-rated model portfolios enable us to offer investment services to a broad range of investors, and we aim to reduce risk in the portfolios wherever we can while still targeting their investment objectives.

In our view:

  • asset allocation drives investment returns
  • a diversified portfolio holding a range of asset classes provides superior risk adjusted returns over the long term

We believe that the model-based approach to asset allocation offers a disciplined and compliant process to managing client assets fairly across the firm.