Professionally Managed Services
We provide a wide range of professionally managed investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
What investment service suits your needs?
Bespoke Investment Service
I would like a professional to manage my investments for me
Entrust a dedicated expert to make investment decisions on your behalf.
- You’ll have direct contact with your investment manager, speaking directly to the person responsible for your portfolio.
- We’ll construct a portfolio based on your personal circumstances, investment objectives and risk appetite.
- We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
- Minimum investment £200,000.
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Personal Portfolio Service
I would like an expertly managed portfolio, in a cost-effective way
For a straightforward way to access our investment expertise, we'll help you invest in one of our funds to suit your needs.
- Access our advice desk whenever you want to contact us by phone or email
- A range of five actively managed funds, and we’ll guide you to the one that most closely matches your investment objectives and risk appetite.
- Annual review to ensure we’re managing your money in the most suitable investment strategy.
- Our advice is restricted to our in-house funds.
- Minimum investment - £20,000.
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Advisory Investment Services
I would like advice on my investments from a professional
Get support from our experts when choosing your investments with our Advisory Managed service.
- Work with a dedicated investment professional who understands your objectives to manage your portfolio.
- We’ll provide personalised and proactive advice on your investments based on your personal circumstances, investment objectives and risk appetite.
- We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
- Minimum investment - £200,000.
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Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)