welcome to the future of investing
We invest for the long term in what we believe to be outstanding companies
We are independently owned by team members and directors. Being a boutique investment manager allows our firm to be more agile than the industry's financial supermarkets. We consider ourselves portfolio builders, who know the difference between an investment and a trade, and have the judicious mindset of prudent bankers.
We advise traditional fund managers on business strategies for expansion into ETF business, by research the global industry landscape to identify and bridge cross border collaborative opportunities. We offer clients the ability to meet their income and investment objectives through multiple strategies, including separately managed accounts and private funds.