We manage segregated investment portfolios for clients according to agreed objectives and risk profiles across a variety of asset classes.
Clients come to us from across the UK and we can work closely with their existing professional advisers as necessary, especially in terms of determining the suitability of a particular mandate.
The majority of our UK clients have balanced multi-asset class mandates with a bias towards global equities accessed either directly or through funds, but we are equally comfortable managing more cautious clients where there is a greater allocation to fixed income and alternative assets. Where there are multiple portfolios for a single family or related clients, these may be combined for management fee or reporting purposes. We also exclude any in-house fund holdings from our annual management fee. In conjunction with traditional portfolios, we are able to manage ISAs and personal pensions.
For clients with less than our minimum investment threshold of £2m access to our best stock ideas can still be gained via our in-house Portfolio Fund. Managed by Algernon Percy, the fund aims to provide long term capital growth through diversified investment in a range of quality stocks and funds on a global basis, but with a bias towards the UK market.