Bespoke financial
plans and portfolios

We understand that choosing the right investment
approach for your portfolio is vital, as this feeds
your financial plan alongside the contributions that
you make. That’s why we offer a range of core
and sustainable portfolios. Portfolios are selected
following detailed discussion around your personal
objectives and risk appetite.

While a large amount of research is done in-house,
in 2022 we partnered with LGT, part of the international
private bank and asset manager LGT Group.

The value of your investment (and any income from them)
can go down as well as up and you may not get back
the full amount you invested.

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Core portfolios

Core portfolios are bespoke and exclusive to you.
Our investment committee carry out regular reviews on the funds included and the underlying asset allocations. By taking a dynamic approach, portfolios can easily adapt to changing market conditions.

Sustainable portfolios

We understand the importance of investing sustainably. We are focused on reviewing the intentionality, integration, and impact of the funds in our portfolios. Our approach is continually evolving, ensuring your portfolio remains at the forefront of sustainable investing.