As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us.
Private individuals, family offices, trusts, businesses and pension plans all rely on us to provide them with bespoke, discretionary and advisory investment services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are a leading charity fund manager in the UK.
For two centuries we have helped clients look forward to a successful future. With each client we plan for the long-term and invest the time to build a personal understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.
Our experience of navigating complex markets and adapting to change, helps us balance risk and reward. The investment expertise we call upon on as part of a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.
Your future, our focus.