Use the benefit of over 30 years of Private Wealth Family Office and HNW structuring experience
Seek a cleansing of your current investment structure
Work with the Fund Managers to run an eye over further investment options
Utilise the offering that is the first of its kind, Fund Managers working with the investor to achieve a diversified and well positioned landscape to achieve their objectives
Our "twin" funds - Apex and Focus - are being established to simply and elegantly achieve these objectives within your existing structure through investment in one or both
The Apex Fund provides exposure to the broader market
The Focus Fund provides exposure to specific growth opportunities
Investors can then target their preferred weightings between our Funds to reflect their investment objectives and risk tolerance
Investors can utilise one fund to diversify and complement a more detailed direct approach for the other under one stewardship
Direct equity trading accounts (coming soon)
Platform accounts (coming soon)
Investment PositioningÂ
Managed Funds
Direct Equity Portfolios
Diversification and Risk Strategies