Learn more about our services

We are active long term investors with a passion for equity selection. We focus on finding companies which have a competitive edge and strong balance sheets, enabling superior long term growth with defensive qualities. Sustainability is at the core of our philosophy and this is reflected in our investment style. We believe that specialist roles require specialists, which we employ in each area of advice, portfolio management & construction and ESG, to provide our clients with the best service we can. We invest for a range of clients from the novice, to the professional, the institutional, a family, a charity or the entrepreneur.

Wealth Management

Advising wealthy families is a complex and responsible task. We can justify the confidence you place in us only by providing excellent wealth management, by which we mean comprehensive support in all areas that influence your portfolio.

Investment Solutions

We strive to offer best in class investment solutions for our clients. Whether you are looking for award winning equity investment, innovative risk management solutions or a multi asset portfolio, we have the flexibility and the know-how to make your life easy.