We are the largest independent private client investment manager in the UK, with 39 offices across the UK and Channel Islands and approximately £16 billion under management. Our success is founded on a firm belief that, because your financial needs are unique, the investment advice you receive should be too. We've worked this way for generations, providing individually crafted solutions that help our clients to preserve and create wealth. Today, we are putting that accumulated experience to work for many thousands of clients including private clients, charities and pension funds.
Our investment management teams work with private clients, trusts, pension funds and charities, offering award-winning discretionary and advisory management services. Whatever your situation, our focus is on creating a portfolio that is tailored to your unique needs.
Our qualified financial planners will work with you to develop a strategy to manage your financial affairs and safeguard the future of your family or business. This service covers the full range of financial planning specialisms and includes pensions and tax advice.