As an independent firm, our Investment Team is able to seek out the investment solution or solutions best suited to you from the whole of the marketplace.

However, we offer two ranges of our own discretionary portfolios, our Core range that invests on a ‘go anywhere’ basis, and our Gaia range that focuses on investments that have strong sustainability and/or positive impact credentials. Both sets of portfolios are designed with our clients in mind, as decades of experience has taught us that having a focus on capital preservation and looking for strong risk-adjusted returns, not just the highest return regardless of the risk taken to generate it, provides the peace of mind that many of our clients value.