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Discretionary Portfolio Management


Investment Management


We offer a bespoke discretionary portfolio management service, constructed by an experienced investment manager who will actively manage your portfolio, focusing on your objectives and aspirations. You can therefore be reassured that your investment portfolio will be continuously managed, taking account of ever changing macroeconomic and company specific situations.

We can recognise that many clients have Environmental, Social and Governance (ESG) considerations and we are able to construct and manage a fully engaged ESG portfolio. We are also happy to incorporate any other investment preferences you have. Afterall, it’s your portfolio!

We take the security of your investments very seriously.

The Financial Conduct Authority sets out the rules by which regulated firms that hold client assets and client money must operate to ensure its protection. The assets are securely held by our custodian giving you complete reassurance. In common with most other UK financial institutions we use a nominee company to completely ring-fence assets and they remain the property of the client at all times. Assets are subject to regular checking and reconciliation.

Cash deposits are also ring-fenced and are subject to and protected by the Financial Services Compensation Scheme (FSCS).


The following link provides a full overview of the investor protection we have in place, through R C Brown Investment Management PLC, who act as our custodian and administer client money on our behalf.
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Get in touch.

If you're interested in using a discretionary investment manager or are contemplating switching from your existing manager, we'd be delighted to hear from you. We're passionate about what we do and unincumbered by any large corporate mindset, free to act independently in your best interest.