We are a private wealth and institutional asset manager that delivers value and performance for a select group of clients.
We have designed our investment processes and solutions with professional investors in mind – to create efficient, consistent and repeatable outcomes as a result of our unique mindset.
Our Story
In 2019, we opened an office in Abu Dhabi Global Market (ADGM), with a license from the Financial Services Regulatory Authority (FSRA) to act as investment manager and administrator. We launched our first ADGM-domiciled fund with the support of a local sovereign fund – and in 2020, listed the first ADGM fund on The International Stock Exchange (TISE).
Today, we manage 17 funds across Guernsey and ADGM and Luxembourg, overseeing more than $1bn in assets.
Our Mission
“The freedom to seek out the best investment opportunities for our clients, anywhere in the world, whilst subscribing to the belief that active investment management is the most socially responsible allocator and protector of capital”
Our Values
Transparent: we ensure the objectives and underlying portfolios of our investment strategies are clear and accessible
Tailored: we design products to cater to our investors’ needs and where we see the best opportunities in terms of risk, liquidity and markets
Communicative: we make our investment specialists available to our investors
Our Philosophy
- We aim to breed trust and client loyalty over time. This is the cornerstone of our business, to deepen relationships with clients, which gives them the confidence grow our network through referrals. This is core to our success.
- We are committed to investing with the needs of our clients at the forefront of our decisions.
- We can say with full confidence and conviction that we understand our clients and their needs, because we act and think like them, and like them, have our own money invested in our strategies
Our Philosophy
- We aim to breed trust and client loyalty over time. This is the cornerstone of our business, to deepen relationships with clients, which gives them the confidence grow our network through referrals. This is core to our success.
- We are committed to investing with the needs of our clients at the forefront of our decisions.
- We can say with full confidence and conviction that we understand our clients and their needs, because we act and think like them, and like them, have our own money invested in our strategies
Our Values
Transparent: we ensure the objectives and underlying portfolios of our investment strategies are clear and accessible
Tailored: we design products to cater to our investors’ needs and where we see the best opportunities in terms of risk, liquidity and markets
Communicative: we make our investment specialists available to our investors