TAILOR-MADE
INVESTMENT SOLUTIONS

Our highly experienced, efficient and friendly team of investment professionals are here to analyse, advise and manage on your investment portfolios.

The services we offer include:

Discretionary fund management through our bespoke client solution

Investment portfolios, across a number of strategies to achieve a range of client risk and return objectives

Specialist and multi-asset class managed funds

With over 150 years’ collective experience, our investment managers have the knowledge and expertise to tailor personalised solutions to suit individual circumstances and have been managing discretionary portfolios for individuals, pension funds, institutions and the Isle of Man Government for over 15 years.  We have a proven track record of strong absolute returns and relative returns against benchmark indices.

INVESTMENT

How Secure Are Your Assets?

What kind of steps do clients and their advisers consider when investing offshore and how can they be confident that they are held securely?