Our people

We bring a fresh perspective and infectious energy to every client to form a long-term relationship built on trust and confidence. Our emphasis on teamwork, trust, and tolerance for diverging opinions helps clients focus on their opportunities.

Our people have extensive wealth management experience. Most have been awarded several industry awards and could be classed as some of the world’s leading financial experts. By working closely together, we can draw on our varied skills and knowledge, allowing us to treat each portfolio individually and meet the unique needs of every client.

​Finding and monitoring the best investment talent requires specialist knowledge, detailed analysis, and a lot of legwork. So, our Investment Management Team is always looking out for consultants or independent consultants, as this ensures that they can operate with complete objectivity when researching and reviewing your investments.

In the same way, as we do with our fund managers, each of our consultants is engaged on the strength of their skills, knowledge, and experience.

Our investment consultants play a vital role in supporting the selection and monitoring of fund managers, as well as assisting the Investment Management Team with investment strategy and the development of our fund range.

Award-Winning Team

We have been winning industry awards since we founded the company back in 2005. Through the years we have delivered our services with the same passion and conviction we did then, and we shall strive to ensure those proud moments are reproduced.

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