We currently run 5 "Model Portfolios" and each of our portfolios are managed on a discretionary basis using the UK's most sophisticated wrap platform with the aim of taking advantage of new market information and changing economic conditions.  Each of the Portfolios has a different risk and reward trade off, so that any individual clients' needs may be matched.  We offer our clients this facility because we believe it is a much more efficient way of managing money and delivering better service. 

Whilst the portfolios are designed for clients with over £100,000 to invest we accept a minimum £50,000.  Using the wrap technology to hold and manage the Portfolios, our clients have greater transparency, lower costs, better research capabilities and superior risk adjusted investment performance.

In constructing the model portfolios, we take in to account the global economy and where we perceive risks and opportunities to be.  We do not take unnecessary risk and are not afraid to go against the grain.  It was these reasons why our model portfolios outperformed so strongly during the financial storms of 2008 and 2009 and why we believe we are a "safe pair of hands" for investors seeking capital preservation as well as consistent investment returns, whether for income, capital growth or a blend of both.