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
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.
Read moreAs widely expected, today the Bank of England raised its policy rate from 0.5% to 0.75%. Although in line with market expectations, the fact that all nine members of the Monetary Policy Committee voted in favour of the hike, was seen as somewhat hawkish.
Read moreChief Investment Officer, Michel Perera, descends the wall of worry and debunks investor concerns by looking at economic fundamentals.
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.
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.
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.