Although the value of investments and your financial goals will undoubtedly change over time, you can trust us to keep you updated on what we are doing with your investments and why we are doing it.

Exceptional service drives everything we do

Our service-led delivery is a core component in our approach. Although the value of investments and your financial goals will undoubtedly change over time, you can trust us to keep you updated on what we are doing with your investments and why we are doing it.


Clients and financial advisers alike can be confident in our investment principles:

  1. We seek to identify experienced, proven fund managers through a rigorous process of qualitative and quantitative research.

  2. We focus on delivering consistent, attractive risk-adjusted returns.

  3. We are committed to the importance of ongoing oversight and governance.

  4. We seek to provide keenly priced investment solutions.

What that means for investors

We focus on long-term investment: The investment portfolios are monitored and managed to ensure they remain aligned with the stated risk profile and positioned to deliver the intended outcome over the long term.

Value for money: we aim to deliver our high-quality, professional service at a fair price. Our investment approach aims to identify “best of breed” managers and we undertake regular reviews to ensure that our solutions and portfolios continue to offer value for money.

Peace of mind: we look after portfolio construction and ongoing management, following the mandate and risk appetite details provided by the financial adviser.

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