unsplash_52c56ffd153dd_1 copy.JPG



To provide private investors with a portfolio of investments that is tailored specifically to their own requirements and objectives, focusing on the delivery of a transparent, personalised, active, jargon-free and cost conscious service.


There are certain principles that should be expected of any firm but our three differentiating principles are simplicity, transparency and security.

Many firms adopt one or more of the following key practices. We adopt them all:

  • We build very strong relationships with our clients so as to better understand their objectives and aspirations

  • We focus on delivering strong investment performance
  • We have a highly flexible and active investment process, changing the mix of investments quickly and efficiently when market conditions change
  • We have a focused, core buy-list of assets that clients will own, reflecting our strong belief in those investments
  • We invest alongside our clients, in exactly the same mix of investments
  • We design and manage investment portfolios for only a limited number of clients
  • 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 employ two of the most respected independent global research companies to assist in sourcing the best investment opportunities for our clients
  • We have an independent risk committee comprising several industry experts who help to shape our views about world markets