Private Investment Office

Our Private Investment Office service combines discretionary investment management with a family office service ethos through a limit of 20 clients per portfolio manager. We have an in-house investment research team of experienced fund managers who bring an institutional mindset to analysing, selecting and monitoring your investments. This research is then tailored by a portfolio manager to meet each client's specific requirements.

Approach

Our Private Investment Office has several important features:

Limits on Clients per Manager

We limit the number of clients per manager to 20 to ensure staff have time to provide a bespoke client service.

Investment-Led

We have an experienced in-house investment team to perform independent research linked to your objectives. This also means you pay minimal third party product charges.

Transparent

We build portfolios from single line stocks and bonds so that you can see exactly what you own and why. We avoid complex structures whenever a simpler approach would suffice.

Empowered Staff

Portfolio managers have the freedom to build bespoke portfolios so that your portfolio meets your needs, not ours.

Client Profit Share

To align interests, our staff are owner-managers who have committed to sharing a portion of operating profits with clients through lower fees.

Additional Services

Although we do not provide lending, financial planning or tax advice ourselves, through close relationships with leading private banks, tax advisors and estate planners, we have helped our clients secure loans, create tax efficient structures, and access investment capabilities which are not normally available at a traditional investment manager.