Client Charter

Our team are committed to 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.