WHAT WE DO

“When it is a question of money, everybody is of the same religion.” Voltaire

Contrary to the clichéd industry mantra that “all clients are different”, our experience is that most clients want the same things:

  • Grow their investments whilst taking a suitable amount of risk (Investment Management)
  • Minimise the amount of tax they pay. (Financial Advice)
  • Pay fair and transparent fees.

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OUR INVESTMENT STYLE

Our clients invest in ‘multi-manager’ or ‘fund of fund’ portfolios containing many of the world’s leading specialist investor. These are often in smaller, lesser-known and harder-to-discover funds than large wealth management companies have exposure to.

We identify the ‘megatrends’ of the future. Our team search the world for small specialist fund mangers who invest in these themes. We may invest a robotics fund run in Tokyo, an online security fund in Palo Alto or a Biotech fund in Oxford for example.

This approach allows us to utilise a network of investment specialists who provide genuine sector insight and expertise.

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WHAT IS ‘THEMATIC INVESTING’?

Click on the short animation below to hear about our ‘Thematic’ approach to investing.

Investment Advice

Investment advice is the most important part of financial advice but is the hardest part to do well and ironically the part which is often the most overlooked within financial advisory services.

Our clients get rare access to the world’s leading investors through higher-quality, lesser-known and harder-to-discover funds than private clients typically have exposure to.

Our clients invest alongside us and invest the same way that we do.

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Tax Advice

Very few people enjoy paying tax…

Our financial advisors help our clients to legitimately and uncontentiously minimise their tax.

Our personal tax advice is limited to what is within the remit of financial advisory services but is likely to include:

  • Inheritance Tax & Estate Planning
  • ISAs, JISAs & Trusts
  • Income Tax & Capital Gains Tax

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Financial Planning

For most people, financial planning should be straightforward, uncostly and if done correctly, should benefit future generations.

It is an area which is frequently over complicated with jargon and can feel inaccessible to clients.

Within the scope of financial advisory services are:

  • Inheritance Tax & Estate Planning
  • ISAs, JISAs & Trusts
  • Income Tax & capital Gains Tax

Read More About Financial Planning 

GET IN TOUCH

To find out how we could help, please get in touch.

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