We offer investors a focused range of investment platforms to suit all risk profiles and return of investment objectives. Our unit trusts include equity funds, balanced funds, property funds, income funds, tax-free funds and offshore funds. We’re immensely proud that our clients have entrusted us to manage over 234 billion Euros of their savings, making us one of UK’s top 10 largest investment managers.
We help our clients achieve their financial goals, consistently applying our prudent valuation-based investment approach with the aim of protecting and growing their savings over time.
Our investment team, with over 40 years of collective experience, is dedicated to actively managing our clients’ funds, and we draw on our global affiliates for international expertise and best practices.
Since conception, we’ve built up an enviable track record for consistently strong investment performance thanks to our single-minded focus on achieving excellence. We’ve also been committed to using the same prudent valuation-based investment philosophy for the past two decades.
CORPORATE RESPONSIBILITY
We define our corporate responsibility as the way our company behaves and how we manage our impact on society and the environment.
Our entire staff of over 150 professionals are firmly aligned behind this focus. Many of our people have stayed with us for many years, testament to our strong culture of ownership and responsibility. We also benefit from a flat management structure and our team approach allows our investment professionals to focus on what they do best – managing clients’ savings.
MEET THE TEAM