There is a smarter way of investing. Our goal to achieve a healthy rate of return which gives clients peace of mind.

Knowing that the management of your resources and investments is not a game of chance – which is the result of a sensible approach to risk and return coupled with a desire to avoid exposing your finances to unnecessary risk.

This investment process is the result of several years of development, combined with decades of experience and expertise and research.

There are different schools of thought on investment management some favour active investment management others favour passive investment via tracker funds.  We offer our clients access to both passive and active investment strategies which have hitherto been the preserve of the smart money, in the form of Institutional Investors.

Each of the portfolios we manage is carefully constructed and tailored to the specific requirements, circumstances and values of each of our clients and have been designed to withstand the fluctuations in the investment markets.

The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.