A winning strategy with proven investment expertise

We are part of one of the largest family-owned wealth management firms in the world. With a family legacy spanning 900 years, stability, financial strength, innovation and a long-term outlook are the cornerstones of our business. We work alongside you to deliver tailored investment solutions for your clients, managing their portfolios so you can focus on your client service and their wealth plan.

If you’d like to find out more about working with us, please get in touch.

What makes us different?

We work in partnership with you to provide services and support based on what is best for you and your client.

You will always have a local touchpoint with a dedicated Business Development Director, visiting you on a regular basis and staying in contact so you have everything you need for your client interactions.

Your clients benefit from the management of their investments from a leading global financial centre, no matter where they reside. We have a whole of market approach to investing, meaning our decisions are independent and on a best-in-class basis.

We integrate with your business, offering access to comprehensive services beyond investment management for your clients. Benefit from our full range of capabilities, and partner with us to streamline regulatory compliance and reduce administrative burdens.

We are dedicated to building long-standing partnerships with financial advisers.

Tony Allan Partner, Head of Business Development

Committed to a strategy of long-term success

Our mission is to equip you with the tools necessary to expertly cater to your clients’ individual needs. You can rest assured that we will provide you with industry-leading portfolio management services, regular performance reporting and insights into market dynamics.

Access a range of personal, independent and transparent investment services designed to complement your advice and support your clients’ long-term objectives.

Work with a specialist team focused on intermediary relationships, delivering integrated solutions and responsive support for you and your clients.

Stay informed with concise monthly factsheets for financial advisers, outlining our services, portfolios and key updates.

Learn more about our approach

Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events.

Working in partnership with financial advisers, we provide a transparent, holistic and bespoke discretionary wealth management service. Find out more about how our unique approach to running portfolios could benefit your clients.