We're keen to work with existing Financial Advisers who in turn are looking for a specialist investment management service for their own clients.
You’ve probably gradually been changing the way your clients are advised and charged over recent years, creating better value for them and you. You'll be as keen as ever to ensure that your clients still have access to the best investment options, allowing you to concentrate on the holistic advice they value and expect.
We have the expertise you need. We already work hand-in-hand with advisers and their clients to provide an efficient service that respects the ongoing client relationship and keeps advisers like you firmly in the information loop.
For families with sufficient wealth we can work with you to establish and run a personalised family investment company.Contact Us