What is our goal?

Our goal is to give our clients the best chance of achieving their investment objectives. In practice, that means constructing investment strategies designed to deliver the return our clients need with as little risk as possible.

How we do it

We don’t rely on hunches and we don’t bet the house. We apply a methodical, scientific approach to investing that has helped us deliver consistent performance far ahead of the average fund manager.

But great investment performance is only half the story.

We communicate proactively and we never go missing when the markets get tough. We’re available, responsive and we measure our service in minutes, not days.

What does the service include?

  • Discretionary management
  • Dynamic investment strategies optimised to meet specific risk and return targets
  • Robust investment selection process
  • Onshore and offshore investment mandates
  • Sustainable investment mandates
  • Cash and liquidity management (all of our strategies are highly liquid and can be traded daily)
  • Direct access to our investment managers
  • Online, 24/7 access to portfolio valuations
  • Regular performance reporting
  • Annual Tax Reporting (including income and capital gains)
  • Market insights, alerts and updates

Our approach