Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Client Portal temporarily unavailable

As part of our recent transition to BNY Pershing as our new custodian, we have temporarily closed our Client Portal to enable us to complete the safe and accurate transfer of all client assets.

Whilst most holdings have been successfully migrated and correctly allocated, some securities take longer, and we have decided to keep the Client Portal closed for the time being to allow our teams and BNY Pershing to complete the final transfers. This is to ensure that when the Client Portal reopens, all information presented reflects your portfolio accurately. We believe clients would prefer clarity before we restore access.

We are currently working towards reopening the Client Portal on Friday, 18 July 2025.

If you have any urgent queries about your account during this time, please contact your Investment Manager / Account Executive using their usual contact details.

For more information about the transfer and the new bank details to be used for payments made to your account, please click here.

Thank you for your understanding.




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