The Cornerstone of Successful Investing

Research lies at the heart of what we do. In order to recommend the most suitable strategy for your portfolio, we ensure that we only work with the most experienced and knowledgeable professionals.

To source the best opportunities available, our research teams and analysts work closely with our account managers to review your investments and provide deep insights into the securities you hold.

To ensure you are always kept informed of new information relating to your portfolio, our account managers will provide you with regular confidential updates, including the latest developments and trends relating to you and your investments.

Specialized Research Teams

Our teams are made up of experienced financial professionals with extensive institutional research backgrounds. We take time to listen to your needs and offer clear, straightforward advice on the most appropriate strategy for your personal circumstances.

In order to ensure we gain the most insightful macroeconomic view, we work with specialized research teams in a variety of sectors. This forms the basis of all of our advice, whether it be for equities, bonds, funds or alternative investments.

We also take advantage of the knowledge and skills of third party industry leaders so you can be sure you are being provided with the widest possible pool of expertise while also enjoying the most valued insights.

We ensure that we only work with the most experienced and knowledgeable professionals.

Individual Stock Analysis

We offer individual stock analysis for Developed Market and also Emerging Market equities. Our team can construct an equity model portfolio that suits your requirements and help you make well-informed investment decisions.

In addition, all researched securities are translated into holdings Within our Discretionary Portfolios. Our equity research is also closely supported by the Structured Products team through continuing to cover stocks structured via derivative formats.

Clear, Transparent, Up-to-date Advice

We understand that it’s important to you to know your portfolio is being managed with the utmost care and attention. That’s why we ensure all research and information is delivered to you in a clear, transparent and jargon-free manner. We also strive to identify the important opportunities, trends and events that matter to you. Our team will monitor and interpret information regarding every possible traded asset class to ensure we provide you with only the most timely, up-to-date advice.