Our Client Charter

Our team are committed to our Client Charter which includes the following:

• Acting with skill, care, diligence and good judgement in the management of our investment portfolios.
• Monitoring fund managers for changes in investment style and in their performance relative to peers.
• Providing regular reports on the performance of our portfolios against established benchmarks.
• Regularly reviewing our trading and custody partner(s) to make sure clients are receiving the best possible deal.
• Making all costs and charges transparent and understandable.
• Being passionate in our commitment to provide outstanding service.
• Evolving, adapting, and continuously aiming to improve our investment knowledge in a changing world.
• Striving to be the best at what we do.