Discretionary portfolios
Concentrated, actively managed mandates across global equities, credit, and real assets, sized to your risk and your horizon.
Private Wealth · Est. 1998
We manage capital for families and founders who measure returns in decades, not quarters. One senior partner, one mandate, one long horizon. Discretion is the default, not the upgrade.
We do not chase the tape. Each mandate begins with a decade-long view of what a family is trying to protect and what it is trying to build. From there we construct concentrated, high-conviction portfolios across public and private markets, rebalanced with discipline and reported with total transparency. No product shelf, no house view forced on you, no incentive to trade for the sake of trading.
11.4%
Net annualised, 10yr
£6.8B
Assets under care
0.71
Sharpe ratio, 10yr
26yr
Average partner tenure
Concentrated, actively managed mandates across global equities, credit, and real assets, sized to your risk and your horizon.
Direct co-investment and curated fund access in growth equity, infrastructure, and private credit, with terms we negotiate on your behalf.
Multi-generational planning, trust structuring, and philanthropy, coordinated with your lawyers and accountants under one roof.
Consolidated reporting, cash management, and governance for families who want a single, trusted point of oversight.
Founding Partner, CIO
Partner, Private Markets
Partner, Wealth Planning
Head of Portfolio Risk
We take on a small number of new relationships each year. If a long-term mandate is what you are looking for, we would welcome an introduction.