We are proud to deliver portfolio management services to leading financial service companies, giving access to our investment philosophy and approach. Our goal is to provide sustainable investment results, mitigate risks, and bring the benefits of a large institutional investment business to individual savers.
Currently, we deliver the investment approach for the following businesses:
- Alliance Witan: One of the UK's oldest and largest investment trusts. Providing for the needs of every generation, it aims to deliver long-term capital growth and rising income from investing in global equities at a competitive cost.
- atomos: A UK-based, digitally enabled, hybrid wealth business providing financial planning and wealth management services.
