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Personal wealth management

We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and its performance
  • We can discuss whether you want updates face to face, by phone or by email
  • Your wealth is in specialist hands, as we focus on wealth management and financial planning
  • We will design a unique portfolio that meets your individual needs and matches your attitude to risk
  • We have a long track record of delivering consistent investment returns

Keeping you informed

Should you stay invested and ignore all the noise?

This week Tony Dwyer, Chief US Market Strategist at Canaccord Genuity and ‘Wall Street’s biggest bull’, came over from his office in New York and presented to our clients. 

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Facts vs. fears? Don’t let confirmation bias distort your view of the markets

One of the fascinating aspects of the current financial markets is that investors can find a plethora of information to support either a positive or negative view of the world, depending on their disposition.

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Will the US midterm elections come up Trumps?

As US midterm election frenzy begins with by-elections and polls sparking much conjecture over how Trump’s presidency will be impacted this November, we go back in time to see what can be learnt from previous midterms and the potential impact on markets.

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Learn about wealth management

If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.

Services for intermediaries

When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy.

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About us

We have successfully grown our business and reputation over the years. Now, in the UK and Europe - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £26.9bn (as at 30 June 2018) of assets.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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