No ‘relationship manager’. No compromise.
Our philosophy of high quality client service starts with putting you in-touch with one of our experienced investment managers.
We do not employ ‘relationship managers’ meaning you will get to know your investment manager and they will understand your investment requirements. We believe this level of direct service delivers a well structured portfolio that reflects your needs. It also gives you peace of mind regarding the way your investments are being managed.
Whether you want a face-to-face meeting, telephone call, letter or email, your investment manager will work to meet your individual requirements. Traditional values of client service coupled with state-of-the-art back office systems and software – the best of both worlds for your investments.
We invest heavily in our ability to monitor how your investments are doing. Sophisticated, market-leading software enables us to provide some of the most comprehensive performance and portfolio information available to any private clients in the world.
Our systems also provide tax information relating to your portfolio and prepare all the information needed for annual tax returns.
Coupled with regular review meetings with your investment managers, our aim is to give you total peace of mind about your investment portfolio.
A heritage spanning the generations.
We have a heritage dating back to 1679 but there is good evidence to suggest that the business was trading long before that and the family origins of the firm go back to the 1600s.
Throughout our history we have continually adapted our business to the changing needs of our clients. It is the principles and values forged in the early business that shape our philosophy today –
- high quality service