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Our Asset Management services:

Documents and Policies

Fact Sheets: Managed Portfolio Service

For more information on our Managed Portfolio Service, please click here if you are a private client or click here if you are an intermediary.

Fact Sheet: Environmental, Social and Governance (ESG) Portfolio

For more information on our Environmental, Social and Governance (ESG) Portfolio, please click here if you are a private client or click here if you are an intermediary.

Fact Sheet: Optimised Passive Income Portfolio

For more information on our Optimised Passive Income Portfolio, please click here. (This product is available to intermediaries only).

Fact Sheets: Passive Growth Portfolios

For more information on our Passive Growth Portfolios, please click here. (These products are available to intermediaries only).

Client Order Handling and Best Execution Policy

This policy describes how we will arrange and manage the execution of investment transactions on behalf of our clients. It ensures that we take sufficient steps to achieve ‘Best Execution’ for you, which means obtaining the best possible results on a consistent basis when carrying out transactions on your behalf.

The following information is aimed at providing a general understanding of the typical dealing arrangements that are in place. It is worth mentioning that the arrangements will vary for different categories of investment types and are described within the policy document.

Complaints Policy

If you are unhappy with any aspect of the service you receive from us then we would like to hear from you. This will give us the opportunity to put matters right and to improve the service we provide to all our clients. If we fail to resolve your complaint to your satisfaction, you may be able to refer it to the Financial Ombudsman Service.

Meeting our obligations under the Shareholder Rights Directive II

The Shareholder Rights Directive II (SRDII) is a European Union directive which sets out to strengthen the position of shareholders and to ensure that decisions are made for the long-term stability of a company.

Under SRDII we are obliged to publicly explain our policy on shareholder engagement. We are in the process of considering and developing our engagement policy. Further information will be available here shortly.