Our fresh approach focuses on building lasting partnerships with US connected clients, developing trust through transparency in all actions and maintaining our entrepreneurial spirit.
Our Spotlight video series highlights our thoughts on the markets and our approach to investing. With new content added regularly, click on the videos for our latest insights.
Market Spotlight - Phoebe Stone, Head of Sustainable Investing, outlines the importance of reducing carbon emissions to net-zero and what this means in reality for businesses like ours.
Tammy Hall, Head of Portfolio Management, talks through the unexpectedly tumultuous investment landscape of H1 2021.
Market Spotlight - Nick Blogg, Investment Manager, discusses the key wealth planning considerations for US individuals when moving to the UK. With the excitement and logistics involved in moving abroad, arranging your financial affairs is not always at the forefront of an individual’s mind, so we cover a few key areas to keep in mind when emigrating.