Execution and Custody Services
Execution only services, in addition to custodial services provided by one of the world’s foremost tier one custodians.
Our brokerage service is for those clients who only wish to custody their assets with us, and execute transactions through us.
We will not recommend any transactions to you or give any investment advice. We do, however, still provide full online access as well as valuations quarterly. Our global custodian is one of the world’s foremost tier one custodians and has earned distinction as an industry leader.
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Our reputation is built on your success
Proven Track Record
We have demonstrated solid performance through one of the most challenging periods of investment in decades. We have strong track records in GBP, USD and EUR that show outperformance against peers in both absolute and risk-adjusted terms.
International and Institutional Expertise
Our investment committee is comprised of investment professionals with international backgrounds, providing diverse views. We focus on providing a tailored institutional style service to our clients, both in terms of pricing and investment process.
Competitive Fee Structure
We have a very competitive and transparent fee structure relative to the industry. We believe the industry has been opaque for far too long and clients deserve to have a full and clear understanding of the costs involved in their investment.
Independence
Our independence means we have total flexibility both in terms of pricing and investment product. We have no third party or "big bank" ties.