ABOUT US

Institutions & Professional Advisors

 

With over £8.5 billion of non-pensions institutional money already under management and in excess of 150 clients, we provide investment solutions to meet the specific requirements of a wide variety of organisations.

 

Our experienced account and support team have specialist knowledge of the needs of a wide range of businesses requiring investment expertise.  Our approach is one of "total management" encompassing every aspect of the investment process, from initial set-up and portfolio restructuring to ongoing management and reporting.

 

Our success results from our business efficiencies, innovation and strong client relationships, on which all our activities are centred.

 

Our clients

Key client businesses that we currently service include:

 

- Charities & Colleges                                - Insurance Companies                            - Investment Managers

- Friendly Societies                                   - Banks                                                 - Local & Central Government