Our philosophy

A successful, long term investment strategy depends on a complete understanding of a client’s investment objectives and critically of their tolerance to risk.

We believe that portfolio policy and asset allocation are the key determinants of investment returns. We work with clients to ensure that their investment portfolios are constructed and managed with this in mind.

We do not believe that investors are best served by working with a single financial institution and entrusting that institution with the management of financial assets across the entire spectrum of asset classes, markets and investment styles.

We believe in the value of being able to discriminate and we are convinced that an investor’s ability to make sound investment decisions is linked to our ability to make objective, relevant, independent information easily available to them.

We are paid by our clients who entrust us with substantial assets or who involve us in important investment or other financial decisions. We respect this trust and put their interests and objectives above all.

We receive confidential information as part of our relationship with clients. We never breach confidence or treat confidential information improperly or carelessly.