An independent investment management firm
We are an independently managed investment company based in London’s Mayfair.
Providing advisory and discretionary portfolio management services to private clients and institutions around the world, we create customised solutions defined by your investment objectives and propensity to risk.
Specialising in actively managed equity portfolios, our team of investment professionals are unafraid to stand out from the crowd and focus on creating a flexible, dynamic, and opportunistic strategy, linked to our extensive knowledge of the financial markets.
Committed to providing a truly tailored service to suit your investment objectives, we look to understand what it is you are looking to achieve and how we can help you get there.
Our client relationships start with you and are built upon two questions:
Authorised and regulated
by the Financial Conduct Authority
What are your investment objectives?
We appreciate your investment objectives are as unique as you are; that’s why we start by getting to know you.
Once we understand you and your goals, we provide you with a tailored service to ensure your portfolio reflects you as an investor.
Our aim is to become a reliable partner who really understands you, and who will be there for you long term.
Unapologetic transparency via our Market Insight
Your portfolio manager will execute and monitor the trades across your portfolio whilst providing you with real-time access to your account.
We can provide updates as frequently as you wish, whether that is on a trade-by-trade basis, an end of day, or even an end of week update.
Helping you achieve
your investment goals
Our investment professionals internally produce daily research notes, providing you with a clear insight into how we approach the financial markets and the ideas that we would look to tailor to your portfolio.
Subscribe below to receive our Market Insight direct to your inbox.