We are an independently owned asset manager, with offices in Jersey, the Isle of Man and South Africa. Our vision is to make money work better for clients, people and communities, through the enduring values of innovation, integrity and excellence.

We believe investing is a long-term assignment – that prudent participation with thoughtful diversification is a powerful way to compound returns over time. Along that journey, we are dedicated to continual innovation and improvement – as a team we are constantly working to enhance our research, investment process, technology and client service.

Our conscious capital philosophy is central to our approach to managing money, seeking to align clients’ wealth with their values. In our core responsible ranges, this means avoiding harm, and ‘creating more with less’. In our sustainable strategies, we follow a dual mandate, working to deliver attractive financial returns while making a positive impact. In all cases, we apply independent, pragmatic thinking, investing in an active, benchmark-agnostic style.

In terms of our investment process, our core aim is to deliver consistent, repeatable returns – tailored to meet clients’ expectations. In our cautious and balanced mandates, this is achieved via thoughtful diversification across asset classes, sectors and geographies, while our growth and equity portfolios follow a more concentrated, high conviction approach.

Together, these solutions are designed not only to build your wealth, but to protect and enhance your legacy – delivering long-term value with purpose.