Discretionary wealth management

Investment capital entrusted to us by clients is precious. There is an enormous amount of trust that goes into allowing another to handle your wealth, and by providing a relevant and responsive service, that trust can be justified.

We respect that time is often our clients’ most important asset, so we focus on making the process of working with us as simple as possible, keeping our clients informed without inundating them with paperwork and jargon fuelled reports. It is this time, correctly invested, that builds our long-term relationships.

With a multi-asset class strategy, our target is to achieve medium term capital growth. It will principally invest in the following asset classes: cash equities, index futures, precious and non ferrous metals and soft commodities. If a “risk off” approach is called for, we may also choose to hold assets in cash. The portfolio will hold a percentage in cash for both liquidity and tactical reasons.

All our investment analysis and research is overseen by the executive committee, meaning that our clients receive institutional class investment research from independent sources, giving sound basis to any investments we recommend.

From the plethora of research providers supporting our offering, we carry out our own vigorous analysis and research to ensure that the recommendations made, and positions taken, stand the best chance of delivering the desired returns.

We strive to address the particular requirements of each and every client, meaning our offering is more bespoke in nature.

Our portfolio investment style adheres to tried and tested risk management principles, using tactical asset allocation to negate elements of risk while maintaining growth potential.

All our advisors are open to client input, and satellite positions commonly feature on our client position pages at clients’ personal request.

We strive to bring our clients choice. On the rare occasion a client wishes to use our contacts for financial planning but not investment management, or where clients wish to split their available capital for investment we can assist by way of ‘beauty parades’ in introductions to suitable market professionals to meet these requirements.

Within the Discretionary Wealth Management division, we currently offer 2 major strategies, the first focusing on equity markets (UK, US and European), and the latter focused on exchange traded index futures.

The Wealth Management team consists of 6 market professionals, with an accumulative 80 years in the market. Please see overleaf for a more comprehensive breakdown of our offerings.

Subscription information
Investment vehicle Managed account
Managed account held at Saxo Bank
IG Group
Interactive Brokers
CMC Markets
Managed account mandate to Old Park Capital
Subscription documents Account opening form
Investment management agreement

For further information, please contact the executive team: