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Our portfolio management service invests in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. We'll design a unique portfolio for each of your clients, to meet their individual objectives and attitude to risk.

Why choose portfolio management for your clients?

  • Our investment professionals will build and run a personalised portfolio in line with your clients' wishes, long-term objectives and attitude to risk
  • Our investment professionals will look for suitable opportunities from around the world
  • For your clients' safety, our investment approach is risk driven: we believe it's more important to manage portfolios to meet individual clients' risk objectives than to chase short-term returns

Keeping you and your clients informed

Beyond 60/40: rethinking portfolio construction

For three decades, 60/40 has been an excellent portfolio construction strategy. Have recent market trends demonstrated we may need to think about adapting it?

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Our Investment Outlook for May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

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Premier League portfolio management: applying attack and defence tactics

In this article discover how equity and bond sectors can provide attack and defence components in our client portfolios.

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News and resources

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Help your clients plan their future

If you would like to know how we can help your clients with their investment management needs, get in touch. We will be delighted to provide more details of our services.

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This service should be regarded as high risk as it is exclusively focused on equities. The portfolios are wholly invested in small capitalisation stocks. These companies are therefore more volatile and whilst they offer great potential, growth is not guaranteed. It is important to note that this should be seen as a long-term investment. The current inheritance tax rules and tax treatment of AIM shares may change in the future. We strongly recommend that clients discuss their financial arrangements with their tax adviser before investing, as the value of any tax reliefs available is subject to individual circumstances.

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.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.