Clients of Financial Advisers

Expert investment management in partnership with your financial adviser.

Global reach and personal service
Active management of your investments
Complete service, from transaction to administration

Working in partnership

Your financial future is too important to be left to just anyone. That’s why we work in close partnership with your financial adviser to provide Discretionary Fund Management (DFM) services.

Based on your adviser’s detailed understanding of your financial circumstances, we select and actively manage a portfolio of investments that reflects your appetite for risk and your long-term goals.

We take all the day-to-day decisions within the framework of a wealth enhancement strategy agreed with you and your financial adviser. You can relax, knowing your money is being looked after by specialists.

A full range

Our tailor-made approach gives us great flexibility. We can incorporate your existing investments and add traditional assets, like directly held equities or collective funds. Depending on your needs, we may also consider alternative investments, including ethical funds, high income or income drawdown arrangements.

Again, working closely with your financial adviser, we can take advantage of any tax allowances you are entitled to. These may include tax-efficient wrappers such as ISAs, offshore wrappers, SIPPs, other pension funds and trust assets.

Bespoke investment

Your financial situation and objectives are unique – and so is our investment strategy.

By talking to your financial adviser, we understand your objectives, long-term financial goals and attitude to risk. One of our dedicated investment managers will then create and manage a bespoke portfolio of investments to achieve your goals.

Personal service

We know that outstanding service is important to our clients and their financial advisers. We are proud to have built long, successful relationships with many of them, based on our uncompromising attitude to meeting their needs.