Head Office

Address 40 Charlotte SquareEdinburghEH2 4HQ

Service Types

Discretionary Services


Firm Overview

We are an established owner-managed investment boutique, with sound research and analysis behind every investment selection, we create customised portfolios centred around your specific needs, circumstances and investment goals, which are designed to reflect the specific attitude to risk you may have – whether you are investing as a private individual, a trust, charity, partnership or other corporate entity.

That is why we offer a range of risk-adjusted portfolios and also specialist solutions - where a particular focus is the best fit to your objectives. Access to our investment offerings is available across tax wrappers that include General Investment Accounts, SIPPs, ISAs and Offshore Bonds.

As discretionary investment managers, we always look to complement any wider financial planning your professional adviser may be undertaking.

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40 Charlotte Square Edinburgh EH2 4HQ