Management under mandate, investment advice, allocation built with your dedicated advisor around your horizon and your risk tolerance. Regulated framework, documented decisions, periodic review.
Our approach
Entrust us with the active management of your portfolio. We make investment decisions according to your risk profile and market opportunities, with detailed monthly reporting.
Analysis of your wealth situation, recommendations built with your dedicated advisor, taking into account the applicable tax framework (ISA, Pension, allowances). The scope is documented and subject to validation before implementation.
Selection of residential and commercial assets in the United Kingdom and internationally, according to your horizon and risk tolerance. No commitment of return: performance depends on the market and the selected asset.
Access to unlisted investment funds, subject to eligibility. Growth capital, LBO, co-investments alongside institutional funds. Long-term investment, capital not guaranteed.
Our method
A first confidential meeting with your dedicated advisor to understand your situation, your objectives and your investment horizon.
We develop a bespoke asset allocation - equities, bonds, real estate, private equity, alternative assets - consistent with your tax situation and projects.
Deployment of the allocation by the managers: opening of securities accounts, selection of vehicles, subscription of the chosen instruments. Each step is documented and subject to validation.
Periodic reporting, rebalancing according to mandate rules and annual strategy review with your advisor, to remain aligned with your situation and the market framework.
Sample allocation
Indicative investment universe. The actual allocation is built with your advisor, according to your horizon and your risk tolerance.
International equities
Bonds & fixed income
Real estate (REITs/direct)
Cash & money market
Alternative assets
A first confidential exchange with your advisor to assess the relevance of support adapted to your situation.