Wealth Management

What’s it all about? What does it mean to you? What does it enable you to do? What are your aims and aspirations? How much do you need? How long will it last?

The creation, spending and preservation of wealth mean different things to each of us, largely influenced by our personal life experiences and future aspirations.

That is why we spend a lot of time to ensure that we really understand you and how you feel about these sometimes very difficult and stretching questions. If we can get a clear picture of your views on these issues we can make sure that we are guiding you in the right direction.

Why invest?

Most of our clients have one thing in common; they require a long term return from their pensions, savings and investments in excess of that available from cash.

Our clients invest for many reasons. They may need to save toward retirement, to fund education expenses, to maintain an income from their pension fund, or to preserve an existing portfolio for the benefit of future generations.

We believe that our investment approach is the most effective method by which to achieve the long term returns that our clients require from their investable assets.

Investment beliefs

We believe that investing is about doing a few simple things exceptionally well in a highly disciplined way and not letting emotions influence decisions.

Through our research we understand what drives returns within investment portfolios. We therefore only include exposure to risk assets that have been proven to reward investors in the long term.

Core beliefs

These are the foundations which underpin our investment process. Without these core assumptions we believe it is impossible to formulate a rational investment strategy.

Capitalism and markets work

Prices reflect all
available information.

Risk and reward go hand in hand

Only by increasing exposure to risk assets can expected long term returns be improved.


Diversification reduces uncertainty. Concentrated investments add risk but with no additional expected return.

Portfolio structure is the main driver of returns

The specific exposure a portfolio has to each of the risk asset classes will determine the expected range of future returns.

A shared understanding of your wealth objectives

We help individuals create, increase and protect their wealth. Our aim is to make the management of your wealth as effortless and efficient as possible. The service we offer is designed to build a shared understanding of your wealth objectives and to translate these ambitions into actions.

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