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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

Investment outlook 2023

Thomas Becket from our Chief Investment Office shares the investment outlook for 2023, and what this means for investors. 

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Webinar: what lies ahead - transatlantic views on a world of investment opportunities

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

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How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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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.