Services for accountants and solicitors
Guide clients through the investment maze
Guide your clients through the maze of investments and support them with a range of tailored services.
Dedicated investment managersYour clients will each have a dedicated investment manager, who will understand what they want from an investment portfolio and invest appropriately to achieve their aims.
Understanding your clientSupported by our continuous research and analysis of long-term economic trends and the financial markets, we will balance potential risks and potential returns, depending on your clients’ objectives.