An owner managed business - our success depends on our performance

About Us

We are a performance driven business committed to providing genuinely personal service. All of our clients deal with the principals of the business who control their investment strategy.

Our investment management style is based on rigorous risk management with a starting point of capital preservation. We are very conscious of the trust that our clients place in us by asking us to manage their money and we are fully aware of the responsibility this creates.

Because of this we have developed a forward thinking multi-asset investment strategy that is not constrained by any house style or market theory – we will invest where we think our clients' interests are best served and their exposure to risk managed. This approach has generated strong performance through very different market conditions.

However, we appreciate that investment management is not just about asset allocation and so we have assembled a highly qualified and experienced team to administer our clients’ portfolios. Furthermore, to ensure that our clients’ interests are best served we have an outsourced custodian to ensure security of capital.

Asset management is our business - we do not do anything else