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

Principal Investment Management

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We specialise in discretionary portfolio management

WealthSpace is our new innovative service, offering the benefits of professional discretionary management through a cost-effective platform, even if you do not have large sums to invest.

Please note that this service is available via professional intermediaries only.

We work with a number of well known platform providers and minimum investment levels depend on the service provider.

Investors can have access to model portfolios, which are rebalanced on a quarterly basis.

Your portfolio compromises high-quality diversified funds from well-known investment houses, selected using WealthSpace's comprehensive research and selection process.

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.