Our Services
We specialize in managing portfolios focused on investment trusts, complemented by a carefully curated selection of exchange-traded funds (ETFs). Our services encompass financial planning, advice, and discretionary investment management for individuals (including ISAs, JISAs, GIAs, Onshore & Offshore Bonds), companies, pension schemes (including SIPP & SSAS), trusts, and charities. We pride ourselves on our leading expertise and strive to deliver exceptional levels of personalized service to our clients.
While investment trusts have delivered excellent long-term returns for their shareholders for over 150 years, they are still often referred to as “The City’s best-kept secret”
Given the historical tendency for investment trusts to outperform both unit trusts and broader market indices, effectively leveraging their potential can significantly enhance their role in aiding investors to realize their financial objectives. This outperformance is often attributed to various factors, including active management strategies, specialized focus areas, and unique structures.
Due to their historical tendency to outperform both mutual funds and broader market indices, investment trusts emerge as pivotal players in assisting investors in achieving their financial goals. This outperformance is often attributed to active management strategies, specialization in specific areas, and unique structures, providing investment trusts with a competitive edge.
Effectively harnessing the potential of these investment trusts allows investors to benefit from increased diversification in their portfolios and the potential for superior returns compared to more traditional investment instruments. The active management of investment trusts, coupled with their specialized focus, offers investors a dynamic approach to optimizing their investments and realizing long-term financial objectives.