Achieving consistently good investment performance requires a robust and disciplined investment process.

Rest assured we have an experienced and dedicated investment team that build and monitor your portfolio, seeking out opportunities and constantly striving for the right level of risk and reward. Diversification across asset classes, geographical area, sectors and fund management styles is key to managing risk.

In addition, to act as a ‘critical friend’ we have an oversight Investment Committee that includes respected and independent market professionals. Their role, through regular investment committee meetings, is to inject their experience, new ideas and insight to further enhance the investment process and improve our capability.

We want our objectives to be aligned with yours and this is achieved by the owners and the investment analysts, as well as the majority of the team, having their own savings invested alongside yours, through Raymond James, Barbican. This is because we have conviction in what we do and the way we do it.