In an industry that can be impersonal, we have clients who have been with us for over three decades because we offer something different.

Whether you are an American living overseas, an institution or have carefully built up your wealth over a lifetime, our dedicated senior teams take care of your wealth, giving you peace of mind and the time to concentrate on the things that matter to you.

SCROLL DOWN

WHO WE WORK WITH
Click through to find out more

AndPapers Q4 2020 | Central Bank Mantra ‘Low for Longer’

The release of this outlook coincides with the 6-month anniversary of when the UK first entered lockdown. As households and companies adjust to this COVID-19 dominated era, so must investors. One of the main conclusions is that the combination of VUCA (Volatility, Uncertainty, Complexity and Ambiguity) is the highest that we can remember.

CONTINUE READING   VIEW ALL INSIGHTS

OUR INVESTMENT PHILOSOPHY

We believe it is possible to outperform the market over the medium-term by understanding global macro-economic trends, translating our analysis into active asset class and sector views, and building portfolios biased towards quality and minimising downside risk.

We do not believe in constraining portfolios to benchmarks, we prefer to target client objectives and measure risk in terms of potential loss rather than deviation from prescribed allocations. In the pursuit of enhanced risk adjusted returns we consider it equally, if not more important, to avoid investment pitfalls as it is to select attractive return opportunities

CONTINUE READING