Investment approach

Individual investment for you

We don’t employ relationship managers. You have direct contact with your investment manager as we believe that he or she is best placed to know you and understand your circumstances.

We also do not use model portfolios. Supported by our investment process, your investment manager will create a portfolio to meet your individual requirements and preferences, such as ethical considerations. He or she has the flexibility to select from the whole market and is not required to invest in in-house funds.

This approach is valued by our clients. In a recent survey, using words such as ‘professional’, ‘reliable’ and ‘efficient’, many clients said their level of satisfaction was high or better. Our investment managers were a key element in this – 86% of clients said they were satisfied or very satisfied with their investment manager, far higher than the average for our peers.