We are authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom.
We are one of the few private, fully independent, family-owned businesses of scale operating in the UK investment management market. As such we understand the challenges of investing through the generations – we can focus on our clients’ long-term goals, rather than the short-term targets of external shareholders. We marry a contemporary approach to managing money with the old-fashioned values of high-quality client service and importantly we have no in-house products or funds of our own that could compromise the impartiality of our services.