Institutional services The clarity of an independent observer, with the understanding of an intimate insider

We provide investment management services to a range of companies including Charities, Defined Benefit Pension Schemes, Financial Mutuals and Friendly Societies.

Aerial view of maze demonstrating the impartiality of an outsider perspective
Detail from “Portrait of the sons of Prince Johann I of Liechtenstein: Prince Franz de Paula (1802–1887)

Our approach

We understand that no two businesses are the same. That’s why we take the same bespoke approach with institutional clients as we do with private clients. We strive to build long-standing, trusted relationships with you and your advisers. 

Working with you

Our team of specialists have years of experience advising a wide range of institutions and understand that each type of client has specific business and regulatory requirements that must be met. 

Two jigsaw pieces coming together to represent our collaboration with Financial Mutuals.
Friendly Societies and Financial Mutuals

A mutual interest

We have worked with dozens of Friendly Societies and Financial Mutuals, providing strategic advice and bespoke investment strategies. We are proud to be a member of the Association of Financial Mutuals. 

process of building

Bespoke portfolios that align with your principles

We know that investment portfolios must reflect a charity's specific needs and values. We work with trustees to understand what a charity is looking to achieve and build a portfolio that meets those objectives.

Portfolio management for entrepreneurs, like ourselves

Tailored portfolio management to suit your company’s needs

We provide bespoke investment management services for institutions, whatever sector or size. We spend time getting to know your company and understanding your specific needs so that we can create a solution tailored to your requirements. 

Portfolio management in cooperation with institutions
Pension Schemes

Specialist advice for DB Pension Schemes

We build bespoke solutions for corporate pension schemes, helping them to balance risk while maximising returns. We work with trustees, actuaries and consultants to devise an investment strategy that suits the circumstances of the scheme. 

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