Who we are
We opened our doors in October 1986, just five weeks after the deregulation of the London financial markets – known as “Big Bang”. The Big Bang separated the relationship between adviser and market maker, creating competition among advisers. In the following months, we pioneered a new type of investment service, which was not focused on selling investment products but negotiating the dual responsibilities of managing our clients’ affairs, as well as financial markets.
In the thirty years since then, we have kept and nurtured this pioneering and entrepreneurial spirit, working in partnership with our clients, many of whom have been with us since our inception in 1986. They entrust us to manage more than $5.2 billion of discretionary assets on their behalf and we’re growing all the time, as investors from all over the world recognise the value of our collaborative approach.
Assets Under Management*
*as of 30th September 2023