Private Investment Office
Our Private Investment Office service combines discretionary investment management with a family office service ethos through a limit of 20 clients per portfolio manager. We have an in-house investment research team of experienced fund managers who bring an institutional mindset to analysing, selecting and monitoring your investments to relieve the pressure of doing it yourself.
Our Investment Philosophy
We understand that discretionary investment management often comes with premium cost without the returns, or personalisation to justify that cost. We fuse fundamental analysis, long term company valuation, layered thinking, and awareness of bias, to produce our investable universe with conviction.
A Different Approach
Families and entrepreneurs face unique challenges in the world of investments. Unfortunately, these can be exacerbated by traditional investment managers who frequently offer rigid, standardised portfolios and have hundreds of clients vying for their attention. Throw in external pressure from owners and shareholders, this can reduce choice, and ultimately, progress.
Flexible & Results-Driven
We pride ourselves on a flexible approach and our portfolio managers are set up for success, via low client numbers per manager. Since we’re employee-owned, client centricity is inbuilt into every team member. Our operational model is designed to optimise outcomes for clients, fostering the conditions for sound investment judgement and success.
Transparent & Reduced Cost
We invest from a rigorously researched list of transparent holdings instead of set, opaque products that have high management, commission, and product fees. Helping you save money, our technology is modern and nimble. Analysing your existing holdings against your overarching objectives, we create a portfolio that suits your needs and gives you a clear understanding of what you’re holding and why.
Tailored Investment Strategy
Your wealth and circumstances are unique to you. As such, we believe your investment strategy should be unique as well. Our limit of 20 clients per portfolio manager ensures they have the time to understand your specific goals, build a bespoke portfolio to achieve your objectives, and assist you with the administration of your wealth.
Service Commitment
Our company is controlled by our employees and clients, removing an incentive to grow for growth’s sake. We also offer a rebate system to share profits with clients above a hurdle through lower fees. We believe this structure will allow us to sustain our service quality, maintain portfolio flexibility, and enable access to key decision makers as we grow in a way that benefits our clients over the long-term.
Why Choose Our Investment Management Service?
Dedicated And Efficient
Our team is dedicated to our clients and we always put your goals at the forefront of every decision. Drawing on years of experience in prominent institutions, and supported by nimble technology, we’re set up to deliver results.
Restoring The Personal Touch
With a maximum of 20 clients per manager, ours is a genuinely personal service. London is our base, but we work with high-net-worth clients across the UK to fulfil their financial objectives.
Other Private Office Services
The administration and coordination of wealth is often complex. Providing peace of mind with regular, consolidated reports, we work with inter-network specialists to coordinate your wealth administration.
1
Use technology which remains fit-for-purpose to keep you informed with consolidated reports of all of your holdings.
2
Through close relationships with private banks, tax advisors and estate planners, we have helped our clients secure loans, create tax efficient structures, and access investment capabilities which are not normally available at a traditional investment manager.
3
We do not provide lending, financial planning or tax advice ourselves, which means leading third-party providers are willing to work with us and we can facilitate this work at no extra charge.
Meet Our London Investment Team
William Davies
Director and CEO
Charles Jones, CFA
Director and CIO
Douglas Barnett
Head of Investment Management
Edward Roe, CFA
Senior Portfolio Manager
Contact Us
Our team consists of specialists who are friendly and approachable. To find out how we can help you, don’t hesitate to get in touch.