Personal

We offer a customised personal service. We know all of our clients on first-name terms rather than by their account numbers. Each client is allocated a primary investment manager and, for when the primary manager is unavailable, a supporting manager. The role of your investment manager is to understand your requirements, make investment recommendations, manage your portfolio and carry out investment instructions. There is always an investment manager available during London Stock Exchange trading hours. Your investment manager will also meet with you at least once a year, either in our office or at a location convenient for you.