Financial Services Authority (FSA ) regulated, License No SD003
Investment Management

Invest your way

There are lots of ways to invest. We believe that it’s important to find the right one for you – which is why we offer a range of options. Use our tools and platforms to manage your investments or let us help you to create a suitable investment strategy.

Invest to meet your personal investment criteria

Investment Tools

Screen and Monitor
Find your next investment by screening for key metrics and ratios.
Research
Tools for researching stocks, bonds, funds and understanding market trends.
Single Account
Manage all assets in the one place and control your money management.
Custody
You have 100% ownership, all assets held in custody by JP Morgan.

Managed Investments

Your investment needs are specific to you and your situation. Take advantage of our expertise to explore what’s out there and find the solution that will support you in meeting your investment objectives. We also provide made to measure solutions with defined investment targets.

12 targets driven by a master strategy

Prism

A simple but powerful solution employing our optimal strategy of diversification across asset classes, providing a full spectrum of defined risk-return horizons.

  • ➣ Spread your investment over one or more of our risk horizons
  • ➣ Invest a minimum of $10,000 with no max limit
  • ➣ Low cost, easy access and multi-currency

Discretionary portfolio of collective investments

Fusion

Ideal for clients seeking a discretionary service, Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs.

  • ➣ Range of risk-rated strategies
  • ➣ Typical investment of $100,000
  • ➣ Multi-currency: choose from £, $ and € funds

Our fully managed investment service

Soveriegn

Sovereign combines careful consideration of client interests with original and innovative thinking to achieve consistently strong returns.

  • ➣ Bespoke strategy developed unique to you
  • ➣ Personalised attention and devoted manager
  • ➣ Typical investment of $1M+

Meet Our Partners

Compare our Solutions

Prism Fusion Sovereign
Typical Investment $10,000 $100,000 $1-5M+
Portfolio Management Fee 0.25% 0.75% 1%
Performance Fee 1% 1% 1%
Currencies USD, JPY USD, JPY ALL
Structure Multi-asset Fund of funds Directly invested
Ideal for Private clients Private clients Institutional Clients
Online Access Yes Yes Yes