Services

We provide a bespoke discretionary portfolio management service, where our clients delegate investment decision–making to us.
Investment strategies broadly fall into the following four structures:

Growth Strategy

Growth strategies aim, not guarantee, to make a minimum of 30 percent total return (the sum of dividends and capital gains) over three years after fees and charges. The growth strategy invests mainly in shares and occasionally in out of favour bonds. Forecasts are not a reliable indicator of future performance

Trust strategy

The aim with a trust strategy is to achieve a growing income, combined with some capital gains, such that the overall value of the Trusts, over time, remains at least constant after taking into account inflation. As with the income strategy, it employs a range of different investment approaches to achieve its aims, from corporate inflation bonds, to out of favours bonds and dividend growth shares. Forecasts are not a reliable indicator of future performance

Income Strategy

The objective with an income strategy is to combine a growing income with modest capital gains. The income strategy employs a range of different investment approaches to achieve its aims, from corporate inflation bonds, to out of favours bonds and preference shares.

Forecasts are not a reliable indicator of future performance

Bond Strategy

The aim, not guarantee, is to achieve a total return of 5 percent per annum after all fees and charges on a rolling three-year basis. It uses a combination of corporate bonds and preference shares. We also aim to develop a portfolio, which will minimise the impact on client capital of a sharp rise in interest rates on bonds.

Forecasts are not a reliable indicator of future performance

Investment Intelligence

Financial markets tend to be dominated by one, or two, key events each week. For articles that inform, and expand upon, important issues please click on the link.

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Our Proposition

To work with you to select the best approach and solution for your investment needs. We offer:

  • A boutique investment management business where every client matters
  • A client driven approach with the emphasis on understanding what you, the client, is the trying to achieve
  • Bespoke portfolios constructed largely using individual shares and bonds. This approach gives us the flexibility to respond to individual client needs and circumstances.
  • Regular updates on the markets and when changes are made to client portfolios. Any questions are answered directly by the fund manager.
Further Information

Latest News & Events All News

COULD THE NEW ITALIAN GOVERNMENT DESTABILISE THE EUROZONE?

01 Jun, 2018

  01.06.2018 Against the odds the left wing Five Star Movement and the right wing League have agreed on a set of policies that will form the basis of a new populist anti-establishment coalition government. It plans a programme of government spending which will put it on a collision path with Brussels.  Italy, which is

CAN GLOBAL EQUITIES BOUNCE BACK FROM THEIR RECENT CORRECTION?

09 May, 2018

  After a strong run in 2017 global equity markets saw a correction at the start of this year. What are the prospects for the equity market for the rest of 2018? 2017 was a good year for equity markets. It saw the index of large UK stocks return 12 percent and the American S

ITALY STRUGGLES TO FORM A GOVERNMENT

20 Apr, 2018

The result of the March 2018 Italian general election was a resounding win for the anti-establishment populists. As the post election horse trading continues will Italy be presided over by a genuinely reformist government? During its membership of the Euro area the Italian economy has essentially stagnated – averaging just 0.4% growth per annum since

WILL THERE BE FURTHER INTEREST RATE RISES NEXT YEAR?

15 Dec, 2017

15.12.2017 In November the Bank of England raised interest rates for the first time in a decade. Should we expect further interest rate rises next year? The UK economy is currently characterised by a historically low unemployment rate of 4.3% and moderate growth. As Britain withdraws from the European Union migration will be less able

THE US LABOUR MARKET STARTS TO HEAT UP

11 Oct, 2017

10.10.2017 The notable fact about Friday’s US labour market data was that the unemployment rate continued to fall and wage growth accelerated further. Below we look at the implications for US interest rates. Despite a modest contraction in employment (-33,000) the US unemployment rate fell to 4.2% and the rate of increase of average hourly

MAY’S FLORENCE SPEECH LIMITS UK DOWNSIDE ECONOMIC RISKS

29 Sep, 2017

26.09.2016 With the Brexit negotiations stalled Theresa May’s speech in Florence was seen as an attempt to break the deadlock. Below we look at the key points of the speech and the implications for the UK economy. Theresa May’s Florence speech on Brexit issues contained two key developments. First it officially suggested a ‘status quo’