Expertise

Our investment team brings expertise together with a breadth of experience gained at a diverse range of financial services companies over a period spanning different economic and market conditions. This serves to support our decision-making process as we seek to navigate the challenges of today’s truly global economy. Although we are unable to influence markets we are confident in our expertise to help investors as they seek to achieve their needs and aspirations.

Integrity

We always seek to operate in an honest and transparent manner, and to act with integrity at all times. Our investment performance is measured against independent benchmarks and our fee structure is clear and without hidden charges.

Service

We believe that the provision of high quality service is as important to investors as the delivery of attractive risk–adjusted investment returns. It supports our investors’ decision to entrust us with the investment management of their hard earned capital. In practice this means providing investors with accurate and clear information about their investment portfolio, together with market updates, and in a timely manner.This will help our investors’ to judge whether they are on track to meet their financial needs and aspirations.

Vision

We seek to grow our business and broaden the range of services that we are able to offer taking account of the developing demands of investors. However, we acknowledge that this aspiration is of little worth if our values are consequently diluted. We constantly seek to improve every aspect of our service so that we secure our existing relationships as well as attract new investors.