Investment Services

Investment Philosophy

We are an independently owned wealth manager dealing primarily with private clients for whom we invest using a value philosophy.

We seek the preservation of the real value of assets, absolute returns and open architecture. Most portfolios are created via a fund of funds approach to access the exceptional talent & resources of outstanding third party investment managers.

Risk is central to our investment process, both to minimise losses and achieve returns. We recognise that benchmarks and conventional measures of risk do not necessarily capture the complex nature, scope and opportunity of investment markets for our clients” benefit.

We aspire to build long term relationships based upon outstanding service.