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The easiest way to manage your investments is simply to entrust them to us. We will make investment decisions on your behalf with the aim of achieving your Investment Objectives in-line with your risk appetite and agreed strategy.
We believe in active management and, supported by our in-house research team, often use direct equity exposure in portfolios.
Leveraging the same in-house research and analysis we use to manage client portfolios, we can also offer you advice on specific investment opportunities. This is called Advised Brokerage. We provide the expertise; you make the decisions.
If you have your own trading ideas, we can also provide market access on an execution-only basis.
Our clients sometimes hold portfolios they have built in the past with other investment managers. We can objectively review a client’s portfolios to offer advice on their composition. We also offer to join portfolio reviews and conversations with your existing advisers.