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Specialist investment management advice for institutions

Our disciplined investment philosophy puts each client's investment objectives at the very centre of our recommended solutions.

£2.7bn

Funds under management*

1988

Trusted since 1988

  • Mutual & Captive Insurance

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Latest News

Proud to Support Clodagh – A Rising Star in Youth Trials Riding

13/05/2025

Proud to Support Clodagh – A Rising Star in Youth Trials Riding

We are delighted to continue our sponsorship of Clodagh for the third consecutive year and are thrilled to share an exciting update from her family on her recent accomplishments and what lies ahead in her 2025...

Investment Commentary - March 2025

23/04/2025

Investment Commentary - March 2025

After a tricky February, albeit one with good returns, March was a period where market fears manifested once more in risk-off behaviour.

Investment Commentary - February 2025

20/03/2025

Investment Commentary - February 2025

February was another month where the headline returns didn’t really convey the whole story. On the face of it, most asset classes had a reasonably good month, continuing their good start to the year, with many equity markets hitting new highs by mid-month.

Our Services

We are best known for our responsive but disciplined approach to investment markets, using all available opportunities to meet each of our client's current and future needs. We have a proven outcomes based approach to providing investment management advice to institutions and the advisers who serve them.

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Please get in touch if you have any questions, our team would be happy to help.

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The value of your investment can go down as well as up, and clients can get back less than originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

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