Portfolio management for private clients

You will have direct access to your investment manager for all aspects of the management and administration of your portfolio.

Direct access to your investment manager will ensure you remain in touch with how your money is being managed. It will also mean your investment manager can respond to your individual investment needs.

We treat every client as an individual and the service we provide will be personal to you. We will spend time getting to know you so we can understand your financial goals, attitude to risk, tax position and any other factors that may affect your portfolio.

Identifying your social, ethical and environmental interests and concerns is a critical part of the process. As specialists in ethical investment, we understand how these factors can be fully integrated into your portfolio.