Private clients » Our services
We have created an environment in which our fund managers are encouraged to be independently minded in their investment decision-making, unconstrained by institutional processes or fears of straying from the herd. Our culture encourages our investment teams to share information and debate stock ideas in a dynamic and freethinking atmosphere.
The range of services for private client investors enables them to benefit from the skills of this team as well as those of other like-minded 'best-of-breed' fund managers. We construct private client portfolios composed of a range of asset classes, including those sometimes ignored by more traditional fund managers such as property, hedge funds and private equity.
| Discretionary management | PEPs and ISAs | |
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We believe the responsibility for picking the best stocks in the market place, as opposed to the largest or best known, should be delegated to a focused group of experienced managers. |
Most UK Private clients hold a proportion of their assets in tax-efficient Personal Equity Plans (PEP's)and Individual Savings Accounts (ISA's). |
| SIPP portfolio | Bespoke OEICs | |
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Self-Invested Personal Pensions (SIPP's) are a growing part of the private client market place, offering clients a tax-free environment in which to build up their assets in preparation for retirement and to maximise their income once they have retired. |
Families and groups of associated individuals can have their assets managed by our selected fund managers in tax-efficient authorised vehicles called open-ended investment companies (OEICs).
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| Offshore portfolio bonds | ||
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An Offshore Portfolio Insurance Bond can be used for tax, estate and probate planning purposes in many countries. Read more about offshore portfolio bonds
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