With over 150 years’ collective industry experience, our discretionary investment management team have devised flexible investment solutions with fully transparent expected returns. Our horizon driven approach provides all the information you need to strategise your investments in line with your goals.
A simple but powerful solution employing our optimal strategy of diversification across asset classes, Prism provides a full spectrum of defined risk-return horizons.
Spread your investment over one or more of our risk horizons
Typical minimum investment of £50,000 with no max limit
Low cost, easy access and multi-currency
Ideal for clients seeking a discretionary service, Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs.
Range of risk-rated strategies
Typical investment of $100,000
Multi-currency: choose from £, $ and € funds
Sovereign combines careful consideration of client interests with original and innovative thinking to achieve consistently strong returns through active portfolio management.
Access to our Investment Managers
We build a strategy unique to you
Typical investment of $1m+
Fusion ESG allows investors to future-proof their portfolios, focusing on investments which deliver long-term returns from Paris aligned companies. While we are cognisant of third-party ESG scores, we also conduct our own thorough ESG research to identify authentic and suitable opportunities.
Available in Sterling, Euro and Dollar
£75,000 minimum investment
5 years investment time horizon (rolling)
