We focus on looking after investments for individuals and families, including their personal pension schemes and trust investments. We offer defensive, balanced and growth strategies incorporating both traditional asset classes and alternative investments. Portfolios may be invested in a single type of asset (for example, equities) - or they may be spread across a number of asset classes, including internationally, to provide a more diversified arrangement. Often, we use a combination of traditional and alternative assets. Traditional investments comprise equities, bonds and cash, whilst exposure to alternative assets generally includes hedge funds, property, private equity and structured products.

We regard excellent client service as an essential part of our business. The key to our level of service is our size, which makes us flexible and agile.

We provide an individual and independent approach to managing the assets of our clients. Over the years we have built up a team of highly experienced individuals who are committed to providing a service of excellence at all times.

Efficient administration is central to our service. We tell you when investments are made or sold and we report to you regularly in a clear and concise manner. We offer a nominee and settlement service through our recommended custodian Adam & Company, a subsidiary of the Royal Bank of Scotland Group.



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