What we offer

Discretionary service options

For your client's who have more specific requirements for their investments we have a range of Discretionary Services, designed to meet the needs of a wide variety of clients.

Request a call back How we work with you

Which discretionary service suits your client?

Working with Financial Advisers

AIM Inheritance Tax Portfolio

Help your clients pass on more of their wealth with a portfolio of investments that are potentially free from inheritance tax (IHT) after just two years.

Working with Financial Advisers

Tailored Discretionary Management Service

Built to deliver consistent outcomes, our service provides clients with portfolios constructed in line with central views on asset allocation and stock selection, whilst also accommodating certain client-specific requirements.

Working with Financial Advisers

Bespoke Discretionary Service

A truly individual portfolio is built for your client by a dedicated Investment Manager. For your clients who require a specific investment approach with the ability to fully tailor asset allocation and security selection.

Latest insights

Article
What can we expect in 2025?
By  Patrick Farrell
Head of Research
23 Dec 2024 | 12 min read
Article
Why US tariffs are the talk of the town
By  Matej Lovrenovic
Associate Strategist
18 Dec 2024 | 6 min read
Article
UK economic outlook: quarterly growth stalls but annual growth remains positive
By  Benedict Tottman
Multi-Asset Strategist and Portfolio Manager
18 Dec 2024 | 6 min read
Article
Bonds or equities: which asset class presents a better investment opportunity?
By  Benedict Tottman
Multi Asset Strategist & Portfolio Manager
27 Nov 2024 | 5 min read

Request a call back

Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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