A key characteristic of delivering and maintaining a genuinely personal service to our clients rests in the quality of the relationships which we build, not just with our clients but also with their other professional advisers. We work closely alongside professional advisers in the UK and around the world, and nearly all of our clients are referred to us by their existing trusted professional advisers.
Increasing numbers of financial advisers are concluding that they need to partner with a specialist asset management firm to provide their clients with a first class investment management service. We have a well-established infrastructure for assisting financial advisers in this field and we have many long-term partnership arrangements in place. We can offer a flexible service which recognises that advisers want to retain their “trusted adviser” role and their clients want an unbiased, client-centric approach. The specialist nature of our business ensures that we achieve the best results for both the client and adviser.
We are committed to the professional advisers whom we work alongside. If you would like to know more about how we work in this area, please contact us for a more detailed presentation.