We currently manage 5 Discretionary 'Model Portfolios' run by full time portfolio managers supported by extensive investment research. The Portfolios are managed on 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.

The selection of the companies and funds for our model portfolios has been made of the basis of consistent investment performance, financial strength, service and charges. Our research team use technical software including Analytics from Financial Express and other qualitative or 'subjective' information from independent fund research agencies such as Standard & Poor’s, Forsyth Old Broad Street, Lipper and City Wire, as well as holding numerous meetings with fund managers.  Each of these agencies adopts slightly different methodologies that are useful to gain more than one point of view on a particular investment manager and fund.

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.