Get in touch
Get in touch with our institutional asset management team to find out how we can help you and your clients.
We provide the intelligent insights, responsiveness and collaborative working style that historically was only available to the very largest clients.
Our team has many decades of investment experience, weathering every market condition and working alongside clients to create the mix of reward and risk that match each individual requirement. Our strategies are carefully composed on the basis of our own analysis rather than pre-existing biases or following market consensus. We report in a timely and transparent way in formats which suit you and embrace discussion and debate around strategy and execution. We can work happily as part of your portfolio or manage the entirety of it, depending on your preference.
Get in touch with our institutional asset management team to find out how we can help you and your clients.
Investment management
We are unconstrained, multi-asset class investors with an award winning track record. The asset management team serves both institutions and individuals. This focus and experience means our UK private clients have access to superior investment solutions that are typically unavailable to retail clients.
Investment process
Our team of experts will partner with you to tailor a suitable investment mandate with an appropriate risk budget. Our Asset Allocation Committee shapes the core components of our investment portfolios before assigning capital to various asset classes through an allocation to third party managers.
Track record
We have a long track record of producing superior risk-adjusted returns for our clients. This is in part due to our ability to consistently identify third-party investment managers who outperform their benchmarks. We do this through a proprietary ‘Five Factor’ model designed to identify investment manager capability.
Sustainable investing
We believe in responsible investment management, and so assess Environmental, Social and Governance (ESG) factors are assessed prior to making any investment decision. We then continue to work closely with third party managers on an ongoing basis to improve their ESG performance.
Professionals
Our expert investment management team has an established history of working in partnership with professional intermediaries. We help provide the support your clients may need and understand the requirements of each separate case prior to designing a suitable investment strategy.