What we offer

The majority of our clients choose our discretionary portfolio management service, where we take care of the day-to-day responsibility for managing your portfolio, following an approach pre-agreed with you.

For clients who wish to retain responsibility for investment decisions, we also offer an advisory service that generates a flow of investment ideas.

Our banking services include deposit taking and lending at competitive rates.

Our experienced team can also  advise on finance and lending facilities.

We believe that companies have the ability to enhance their long-term performance through an understanding of the Environmental, Social and Governance (ESG) issues affecting their business.