Working with advisers and consultants

Long-term investors,
long-term relationships

Developing trust takes time and consistency.

We understand it is crucial in providing you and your clients peace of mind.

Because we have the stability of family and employee ownership, we are able to take the long view.

Direct investment,
rigorous approach

Finding managers who add value is difficult.

Our non-benchmarked approach to stock picking means our portfolios are different; tailored to clients' objectives and restrictions. By working collaboratively to evaluate the merit of every investment we ensure consistency across client portfolios.

Clear lines
of responsibility

Working closely with other advisers requires clearly defined roles.

We stick to investment management, and just that. We don’t stray into providing other services.

We liaise with clients’ advisers, with whom we’ve built responsive, transparent and lasting relationships.