Precision investment strategies with client focused values

The reasons why we are worlds apart…

  • Long Standing Relationships

    Our first and uttermost consideration is to create a long standing partnership with our clients, serving their investment management needs. The people you deal with on a day-to-day basis will have a clear and up-to-date understanding of your objectives and will shape their approach accordingly.

  • Experts

    Our clients have access to a high and independent level of intellectual and investment management expertise that can act quickly to changing investment circumstances given the lack of hierarchical structures.

  • Alignment of interests

    We invest in the same opportunities we recommend to our clients.

  • Open architecture

    Our managers are free to fully exploit their abilities and seek out best-of-breed investments rather than being restricted to a limited range of options. We have created a very flexible structure that can work with multiple custodians and with an open architecture to best serve the client’s needs.

  • Independence

    We are not a broker dealer, nor are we behoved to any one bank, custodian or institution.

  • Agility

    Decisions can be taken quickly, always in consultation with others, but without slow-to-convene and ponderous committees.