Private Clients

Keeping track of your money is more important than ever. Taking the best possible financial advice is a good place to start.

Our typical private client is looking for on-going, specialist advice, either because their affairs are particularly dynamic or because they have a reasonable level of capital, often in their pension funds. We help our clients protect their family’s future, plan their finances and prepare for retirement.

Our Capital Management Proposition lies at the heart of our Private Client services. It is a comprehensive service that combines a genuinely innovative investment risk management process with tax planning and holistic financial advice. Our investment advice is based on a combination of sound academic research and practical experience. Click here to read more

Although most of our capital management clients have come via our corporate services, increasingly new clients are coming to us solely for our investment expertise.

We charge an annual advice fee based on the size of your portfolio for our Capital Management Proposition.