We offer the following investment management options:
Fully discretionary portfolio management
A global investment mandate
Investment in direct equities and funds, e.g. unit trusts and investment trusts
Multi-asset class portfolios
Management of tax efficient portfolios, e.g. ISAs, SIPPs, bonds and trusts
The flexibility of managing a portfolio onshore and offshore
Annual Consolidated Tax Vouchers reflecting all income received in the account
Annual Capital Gains Tax reports reflecting yearly gains and losses
Our client base includes captains of industry, company board directors, senior banking directors and partners of law firms and accountancy practices as well as professionals from fields unrelated to finance who do not have the time to manage their affairs properly. If you are too busy to oversee your investments or if you have inherited a portfolio of shares or cash, please get in touch. We would be delighted to talk to you.
For further information or if you would like to discuss investment opportunities, please contact Craig Ray, Branch Principal at .