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There are a number of reasons why we believe that we are well placed to deliver exceptional results for our investors:

  • A highly experienced team of International investment managers. The senior members of the team have all worked together managing portfolios for international investors for over 10 years. The investment manager responsible for your portfolio will have at least 15 years investment management experience.
  • A Global perspective. Our clients have varied backgrounds so it makes sense that we start from a clean piece of paper with no geographical bias when looking at the universe of investment opportunities.
  • We emphasise service over product. This approach allows us to adjust your strategy to suit changes in your circumstances. Many firms simply provide a 'fire and forget' product where your investment 'solution' soon becomes out of touch with your needs.
  • Security of you assets. Many firms dealing with international investors are based in obscure and lightly regulated jurisdictions. Being based in London we work within the Financial Services Authority's (FSA) thorough regulatory umbrella in one of the most stable countries in the world.
  • Accessibility. Your investment manager will be in regular contact with you and we try to meet our clients at least once per year. Often we are able to do this where you live and members of the team travel extensively.
  • We will invest our time in establishing the correct strategy for you. It is simply easier to get things right to start with than try and fix things later. Many of our existing clients initiated a discussion with us years before investing. If someone has suggested a strategy that relies on catching the move in markets over the next six months it is probably the wrong long-term strategy for you.

The core of our International Portfolio Management Division is a long-standing team of seasoned professional investment managers, who, we believe, can satisfy all these requirements.