We pride ourselves upon the depth of experience we bring to the table when it comes to investment selection and portfolio construction. We can also call upon a wide spectrum of knowledge and experience of portfolio analysis. 

The combination of these elements enables us to advise you on the right shape for you investments. From that start we can then successfully monitor the resultant portfolio so that it closely matches your views on investment risk balanced against the potential rewards you wish to achieve. 

The key element of all our portfolios is what we term The Core which consists of the main investment classes of equities, bonds and property using a diversified selection of highly liquid mainstream funds.

Depending upon the potential investment rewards you wish to achieve, this core might then be enhanced through the addition of a number of carefully chosen specialist investment vehicles that magnify the potential risk and reward balance in certain profitable areas. We call these vehicles Satellite investments as they fit around the Core where appropriate.