We partner with advisers for the long term, and our many ways of working with them are suited to their needs.


What We Offer

  • Discretionary Service
  • Funds
  • Model Portfolios

We provide the investment expertise, we deal with your clients together.

We start from the point of view that you know best what your practice needs and how you want us to work with you. You use our investment expertise to manage your discretionary clients' investments. This frees you up to spend your time on financial planning and new business.

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However you choose to access our investment process, your clients benefit from our more predictable approach.

We offer a range of risk profiles to meet the needs of investors from the cautious to the adventurous. We manage money aiming to achieve steady, inflation adjusted growth. For investors with a time horizon of more than 5 years we can provide guideline returns.

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Our model portfolio service is just that, the service that gives you access to our investment expertise and our investment managers.

Each portfolio has been designed and is managed aiming to achieve a guideline return, within the appropriate risk tolerance and over the long term. No one is disadvantaged or advantaged because of their portfolio size, because every decision we make is made for every client, in any given strategy and at the same time.

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Download our fund and services documents, filtering by fund or document type.  

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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