We have a rich heritage of over 200 years. Today we are one of the UK's leading Wealth Managers, helping our clients create a more secure financial future.
Our focus on our clients has endured for more than 200 years and has helped to make us one of the UK’s leading wealth management firms.
Established in 1792, today we are one of the leading UK Wealth Management companies. We are investing in our future, embracing technology and innovation, while adapting to changes in society. At a pace not seen before, we continue to evolve so we can continue to serve our clients for the next 200 years.
Each year we aim to develop our Corporate Social Responsibility Policy and practices in our four key areas, Business Integrity, People, Environment and the Community.
Overall satisfaction
We are a people-driven business - offering a truly personal service is at the heart of what we do.
Respondents from our 2024 Private Client Survey.
We are proud to be partnered with a range of organisations in the sports and arts & culture sectors.
Read the important information about the products and services that we offer, including our Business Terms.
Read our policies and statements, including terms of use, privacy policy and cookie statement.