Investment approach

Global perspective. Individual focus. The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager. 

We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.

Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences; we never take investment models off the shelf.

We’re proud to say this way of working has gained us industry-leading levels of client satisfaction and helped us sustain relationships across generations.