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.

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 Login

If you have an account with us but do not have access to the portal yet, or if you have forgotten your account number,
please contact your Investment Manager or email [email protected].

 

Forgotten or need to reset your password? Click here

Google Chrome

This Portal works best on the Google Chrome browser.

Microsoft Edge

This Portal should also work on the Microsoft Edge browser.

Internet Explorer

Microsoft has discontinued Internet Explorer since 2015. This Portal will not work on Internet Explorer. Please use the Chrome browser.

Request access to the client portal

If you have an account with us but do not have access to the portal yet, or if you have forgotten your account number, please contact your Investment Manager or fill in your details below. Our client services team, or your Investment Manager, will follow-up with you by email or telephone to verify your identity, for your security, and will then set you up with portal access.