Knowing who is looking after your investments and that they understand you and your family's priorities is important. As a private client, your dedicated investment manager and administrator will work with you to ensure your portfolio reflects your needs.
We are always contactable, by telephone, email or in person.
We believe in building lasting relationships with our clients. Developing trust in your investment manager takes time and continuity. But we believe that is crucial in providing peace of mind.
Understanding that the whole family will continuously receive the same quality of personal service is reassuring.
We have a long track record of managing the wealth of families, generation after generation. The stability of family and employee ownership means you can be sure this will be true in the future, as it has been in the past.
