Services

We operate three main areas of investment business; advisory, trustee and forensic.

Our investment advisory service is our central product and is designed for a single investment portfolio or a group of related portfolios. Our clients are taken, step-by-step, through a formal but flexible process, resulting in bespoke investment guidelines and objectives. A dynamic investment structure is then designed to contain risk at an appropriate level whilst still ensuring sufficient flexibility to maximise returns.

Our trustee service is designed for the professional trustee and provides many of the benefits of the advisory service but across the trustee’s entire client base. The service enables the intermediary to meet all of its fiduciary responsibilities for the management of its clients’ investments through our well-established systems, procedures and institutional-quality advice.

Our forensic service is a response to the growing trend for litigation to resolve investment management issues and the attendant expense and reputational risk that such litigation implies.