The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

Directly Invested portfolios

From £250,000

Investment is made directly into individual stocks and shares, with managed funds being used to gain cost-effective exposure to overseas markets and/or specialist sectors, such as property or hedge funds.

Portfolios typically contain 35-40 stocks, and asset allocation depends on your attitude to risk and investment objectives.

Stocks are selected using our rigorous investment selection process.

You portfolio can be specially tailored to suit your investment needs, including any ethical or other restrictions you wish to place on it.

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Latest Directly Invested investment update

To read the latest investment news from the team, please click here.

    Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.