We believe that avoiding significant losses during market downturns is key to growing wealth over the long-term and so clients’ portfolio risk should be stress tested and continually monitored. Our custom-built risk management system, IPS ART, was developed in-house for the specific requirements of our clients, using our own extensive investment knowledge and experience. As a result, the system is unique and we feel this gives us a distinct advantage over other managers

We aim to provide our clients with a superior level of service and the knowledge that their wealth is in safe hands for the long-term. The main point of contact for all clients is a Partner, who has direct responsibility for their portfolio and its performance.

One of our main objectives is to ensure a transparent approach to clients. We therefore provide regular, clear, succinct and informative client reports, as well as inviting clients to regular meetings to review the progress of the portfolio and ensure investment goals have not changed.