Client Charter

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.

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