Rounded advice

When you work with an investment manager, you want to know that they are thinking ahead, on your behalf. You expect them to provide advice on specific investments and technical issues. But you also want them to help guide you to make the right decisions at the right time. We can help you to have these important conversations with those closest to you and your advisers. We have been providing rounded advice for two centuries.

The importance of asset allocation

Experience shows that asset allocation plays a major role in generating investment returns - different asset types, sectors, and geographies each bring with them different opportunities. And with market and economic conditions having such a powerful influence on how different asset classes perform, we know that there’s no room for complacency. Up-to-the-minute knowledge and the ability to re-allocate assets nimbly as markets flux and flow are key when it comes to making the right choices.

The right approach for you

We begin by understanding your ambitions, your attitude to risk and your time horizon. Based on these factors, we will then invest your money across a selection of assets that enable you to balance risk and return in a sophisticated way. We are always available in person, over the phone or by email and we will regularly review your plans to help keep you on track.

Your investment options

We are able to offer you unbiased recommendations from a world of investment opportunities. When we do, you can be sure that we’ve interrogated each investment, testing its performance, measuring its potential and challenging our own preconceptions to help preserve and grow your wealth. Our in-house research team provides market intelligence and macro-economic analysis to support our investment managers, and by looking beyond just equities we bring diversity and flexibility to what we offer.