Much of the investment management industry is encumbered by size, or by historic notions of the ‘way things should be done’. In contrast we are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of asset classes to meet their needs and to adapt to different market environments.
We encourage an open dialogue with everyone who invests with us. We want to develop a clear understanding of their financial aspirations so we can build a portfolio that suits their exact requirements. We are always on the end of the phone, and will respond speedily to emails.Ultimately we want clients to feel connected to the investments we are managing for them and understand what we are doing for them.
We do not believe in making any investment simply because it is part of a benchmark, or is a large company or is part of a certain sector. We make our investments based on conviction alone. We have our own published price targets for each investment we make and investors are always welcome to scrutinise our thought process.