If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Services and funds
Our multi-asset and managed strategy investment solutions are designed to help you meet your clients’ objectives. We build solutions to match individual risk profiles, income or growth requirements and investment timeframes.
Multi-asset solutions
Our multi-asset investment solutions invest in a wide range of investment vehicles and asset classes in order to meet your clients’ objectives and risk profile. We understand that no two investors are the same so our solutions are designed to cater for your individual requirements.
International Bespoke Portfolio Service
Through our International Bespoke Portfolio Service (International BPS), clients can access an individual portfolio that is constructed to their personal requirements, reflecting their investment objectives, tax status and risk appetite. The International BPS is available in sterling, euros and US dollars. Alternative currency options are available on request.
Multi-asset funds
Investors can gain access to our discretionary management expertise and proven investment process for as little as £1,000 through our four risk-rated Multi-Asset Funds. These funds are available in euros, US dollars and Singapore dollars for €1,000, $1,000 or $1,000.
International Managed Portfolio Service
The International Managed Portfolio Service (International MPS) provides a choice of six actively managed portfolios, which include a range of investments that are suitable for a particular strategy.
It invests in vehicles such as offshore funds, open-ended investment companies (OEICs) and exchange-traded funds, across all asset classes, to create diversified portfolios that meet its risk criteria.
The service is available in euros and US dollars.
Managed strategy solutions
Our managed solutions invest directly in traditional asset classes, such as bonds and equities, in order to meet key outcomes such as income generation or long-term capital growth.
Corporate Bond Strategy
Our Corporate Bond Strategy invests in a diversified portfolio of investment grade bonds to provide a balance of income, security and liquidity.
This strategy may suit investors looking for regular income, such as those thinking about retirement. However, we can also reinvest your income if you are looking to grow your portfolio.
The strategy is available in euros and US dollars.
Direct Equity Strategy
Our Direct Equity Strategy is structured to provide capital appreciation and income growth through direct investment in high-quality stocks.
Strategic Income Strategy
Our Strategic Income Strategy blends our Corporate Bond and Direct Equity strategies to provide investors with security, liquidity, growth and income. It aims to produce long-term capital growth by investing in a diversified portfolio of fixed interest and equity securities, while also providing a competitive yield.
The strategy is available in euros and US dollars.
You can find out more about our investment solutions in our literature library
Where to start
Interested? Let’s talk
If you’d like to learn how we can help you and your clients plan for the future they desire, click the button below and a member of our team will be back in touch to arrange a free consultation.
Contact us
Contact us on
Jersey: +44 (0) 1534 715 555
Guernsey: +44 (0) 1481 815 555
Isle of Man: +44 (0) 1624 831 320,
or email [email protected]
