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​Portfolio management services

Portfolio

Growth through individuality

We can help

When clients choose us to manage money, they commission a highly experienced portfolio management team to take care of their investments. We place a strong emphasis on building a close working relationship with clients and their advisors to ensure that we can achieve a solution which best suits individual goals and aspirations.

Clients will have their own portfolio and access to our expertise through a diversified, global range of investments across various asset classes. The avoidance of loss within a Disciplined risk-controlled framework is fundamental to the prudent management of client portfolios.

Our solutions

We offer a range of portfolio services to meet clients’ needs, available in sterling, US dollars and euros. Our portfolios comprise both medium-term and short-term positions, and target diversification and risk protection. 

Multi Asset Cautious Portfolio

This portfolio focuses on capital preservation and low volatility, to deliver risk-adjusted returns which beat inflation over the long term. With up to 40% global equity exposure, this is suitable for investors who are willing to adopt a low to moderate appetite for investment risk.

Multi Asset Portfolio flyer

Multi Asset Balanced Portfolio

This portfolio seeks a balance between safety and the potential for capital growth with moderate volatility. With up to 65% global equity exposure, this is suitable for investors with a moderate appetite for investment risk.

Multi Asset Portfolio flyer

Multi Asset Balanced Portfolio ETF Bias GBP fact sheet

Multi Asset Growth Portfolio

This capital growth strategy aims to target higher risk-adjusted returns over the long term. With up to 85% global equity exposure, this is suitable for investors with a moderate to high appetite for investment risk.

Multi Asset Portfolio flyer

Multi Asset Growth Portfolio USD fact sheet

Global Leaders Equity Portfolio

This should be considered as a long-term investment approach. It is unconstrained by individual benchmarks, enabling concentrated focus on a selection of world-class mega caps which deliver sustainable above average returns over time through the strength of their market position in an attractive industry.

Global Leaders Equity Portfolio flyer

Global Leaders Equity Portfolio fact sheet

Bespoke Personal Portfolio

This portfolio has been specifically developed for investors who require very personal wealth management within a disciplined, risk-controlled, investment management process. We aim to create a portfolio that suits our investors’ individual needs, appetite for investment risk and any personal preferences or restrictions.

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Global Equity Income Portfolio

The Portfolio adopts a long-term concentrated investment approach aiming to select companies globally that have a proven track record of progressively paying dividend income, supported by stable balance sheets and the ability to generate sustainably growing cash flows for the foreseeable future.