We do not have client relationship managers, your first point of contact is your Investment Director. Only by developing a personal relationship with you, can we fully understand your investment goals. And we take personal service and attention to detail even further. Each Investment Director is supported by a team who have all worked together for many years, and you have direct access to every person in your team.
Whether you want to review your portfolio, have a specific stock you want to discuss or just need to reset your password, your entire team is at your disposal. We don’t want you to ever speak to someone you don’t know, or who doesn’t know you.