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The Basics: How it Works

We look after clients with investments within personal portfolios, ISAs, trusts, charities and pension funds.

As a client, you will be looked after by two investment managers who will be responsible for the day-to-day management of your investments.  Opening an account is easy and if you already have some existing investments these can be added to your portfolio.

We only offer management of portfolios on a discretionary basis; that is, clients give us authority to invest on their behalf without needing to pre-authorise each change in the portfolio. This allows us to react in a timely way to both market volatility and changes in personal circumstances.

Our Services
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Access

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Continuity

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Regular Updates

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Personal Service

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Interests Aligned

Portfolio Construction: Overview

We seek to make investments that best match your personal circumstances.

Once your portfolio is established, we will keep you regularly informed, via meetings, telephone or email.

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Portfolio Construction: Process

When you first come to us, we will make sure we understand exactly what you want from your investments in terms of income, growth, risk, wealth preservation and time horizon. We also explain the risks of investing, and our reporting and control structures. Our process takes into account four points.

Risk warning: You should remember that the value of investments, whether pooled or direct equities, and the income derived therefrom may fall as well as rise and you may not get back the amount that you invest. In the event that you require a level of income higher than that generated by your portfolio, you should be aware this will dilute the capital value of your portfolio. Past performance is not a guide to the future. If you are in any doubt of the suitability of an investment for your particular circumstances, you should contact an investment manager for tailored advice.
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A Proven Track Record

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Preserving Capital

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Enhancing Income

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Spreading the Risk

Simon James - Chief Investment Officer
Simon is a founder partner, and Chief Investment Officer. He is engaged in researching investment opportunities, and oversees our investment strategy. He is also responsible for the development of our corporate strategy.
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Our Philosophy
"Experience tells us that investment managers like to have a high level of independence over the management of a client’s affairs, and thus allowing them to participate in decisions affecting investments and services bolsters their sense of engagement."
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Benchmarks

Every mandate has an independent benchmark against which we compare portfolio performance. Examples of current benchmarks we use include the Cboe UK Equity Market Indices and MSCI PIMFA Private Investor Index Series.

For specialist or bespoke mandates we will agree with you an appropriate benchmark at the outset. For more information on the benchmarks we use and the options available please get in touch. 

Cboe Global Markets

To find out more about the Cboe Global Market indices click the link below to visit their website.

Source: “Cboe Global Markets®” is a registered trade mark of Cboe Global Markets, Inc., a company incorporated in the United States of America with registered address at 400 South LaSalle Street, Chicago, IL 60605, USA. Cboe shall own any and all rights including without limitation Intellectual Property rights and any and all goodwill arising directly or indirectly out of the Recipient’s use of the “Cboe Global Markets®”, “Cboe®” and “Bats®” trademarks.
Cboe Global Market Indices

MSCI PIMFA Private Investor Index Series

We use the PIMFA Index Series for the majority of our client portfolios. Click the link below to visit their website to find out more.

Source: MSCI. The MSCI data is comprised of a custom index calculated by MSCI for, and requested by, the Wealth Management Association. The MSCI data is for internal use only and may not be redistributed or used in connection with creating or offering any securities, financial products or indices. Neither MSCI or any other third party involved in or related to compiling, computing or creating MSCI data (the ‘MSCI Parties’) makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and the MSCI Parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to such data. Without limiting any of the foregoing, in no event shall any of the MSCI Parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
MSCI WMA Index Series

Meet our team
We make investments work for you. Our team tailor their services to you and manage your portfolio, no matter the size, to help you achieve your objectives.
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News & Insights
Thought provoking ideas from our investment team.
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Call us today to arrange a meeting

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