Asset Management

Disciplined, diversified portfolios managed to your mandate and risk tolerance, with over $500M under management.

How it works

We agree a mandate and a risk tolerance, build a diversified global portfolio across equities, fixed income, and cash, then manage it on a discretionary or advisory basis. Your dashboard shows a live view of your portfolio value and allocation.

Discretionary or advisory

Choose a discretionary mandate, where we manage day to day within your agreed strategy, or an advisory mandate, where every decision is yours and we bring the research and execution.

Reporting you can read

Positions, allocation, and performance are reported in real time in the same clear design as the rest of your banking.

Speak with an advisor