An open, transparent investment process that has continually evolved:

  • Risk profiles to meet all clients’ needs

  • Proven skills in strategic & tactical positioning of asset allocation

  • Robust governance and oversight of the investment process

  • Fees are amongst the most competitive in the market

  • Unique fund selection process using 30 metrics

  • Regular seminars, quarterly reviews and monthly factsheets

Our unique fund selection process (PRETTI)

For further information, please get in touch with Tony Hicks: 07867 398388 or email us at