Bespoke Solutions

Our experienced and exceptional team of investment managers create bespoke investment strategies to meet complex requirements and specific risk and return objectives for professional investors.

These include governments, pension schemes, insurance and collective schemes as well as professional advisers and high net worth families.

Our bespoke solution uses optimisation and stochastic modelling to analyse portfolios, assess progress and craft strategies. We also provide an ongoing consultation and communication process to ensure clients are continually up to date and their portfolio is optimised.

Please contact our team of investment professionals who would be very happy to discuss how we can add value to your investment matters.


Ban on exit fees for platforms

The UK’s FCA (Financial Conduct Authority) has revealed that it is investigating a ban on exit fees for platforms. James Penn unpacks the implications of this change to fee structures.


First Quarter Recap & Outlook

Fourth quarter gloom quickly dissipates as the US Federal Reserve backtracks on its previous rhetoric and China takes steps to reflate its economy.


No exit for the European Union?

Writing in the final days of March, just after Theresa May secured an extension of the EU Withdrawal Date, James Penn seeks inspiration from literary sources

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