Investment management
Our investment management services include:
- a discretionary management service with investment decisions made within the context of the strategy previously agreed with our clients
- an advisory investment service for clients who wish to invest in collective funds
- almost £9 billion of private client funds under management
- a bespoke investment administration service specifically aimed at sophisticated investors
- bespoke pooled funds for individuals or family groups with core funds in excess of £10 million who might benefit from establishing a family unit trust or OEIC. When appropriate we can create these funds and administer them in conjunction with a client's other professional advisors.
- PEPs and ISAs
- Self-Invested Personal Pensions
Tax-preferred investment vehicles
- bespoke OEICs and unit trusts will suit clients with substantial assets who would benefit from a tax-efficient structure
- our experienced in-house unit trust administration department can establish and maintain these vehicles
Find out more about our investment management services.
Contact us
To speak to one of our investment specialists contact David Cobb or Peter Fernandes
