68 Lombard Street, London EC3V 9LJ
Our experienced team enables private clients, with portfolios of over £500,000, to access bespoke services directly from the strongest and best performing investment management companies.
Having directly managed investments allows our Clients to receive a personalised and flexible service from major wealth managers and at a low overall cost.
Our experienced team is at the forefront of the evolution in direct investment for private clients and in our knowledge of the best discretionary investment managers to work with.
Whether you’re looking to understand your options, put together your investment policy, review your current investments or identify the strongest and most suitable discretionary investment managers, we would like to help.
Our team provides an excellent, bespoke and cost effective service.
Over the years we have built a reputation for excellence amongst our Client base.
Investment Review / Health-Check
Investment Policy Development
Investment Manager Search & Selection