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]
Our aim
Our Strategic Income Strategy 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.
Key features
- Diversified Portfolio of equities and fixed interest
- High degree of personal contact.
- Long term capital growth oriented
- Annual meetings with financial adviser and client (if required).
- Frequent and detailed reporting.
- Transparent fees with institutional dealing.
Important Information
Changes in rates of exchange may have an adverse effect on value, price or income of an investment.
Insights and articles
Where to start
Interested? Let’s talk
How can we help your clients reach their financial goals? Click the link below.
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 as at [email protected]
