- an innovative centre of investment excellence

We deliver portfolio management services to the UK's most discerning investors. Our competitive edge lies in our active and sophisticated approach to investment management. We seek to provide superior performance through outstanding asset allocation and access to the UK's most talented fund managers.

In addition to achieving exceptional investment performance we hold of paramount importance the value of understanding in detail our clients' needs backed by a high level of service and customer care.
Jonathan G. Sheppard
Investment Director

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