We have a great deal of experience in working with different types of clients.
We currently manage assets on behalf of more than 150 institutional pension funds, investing in our range of pooled pension products or via segregated mandates, often with customised benchmarks. Our institutional business development team and fund managers understand the particular needs of pension fund trustees and work with them and their consultants to develop the right investment solution for their scheme.
We also provide investment expertise for fund selectors, wealth managers and other financial institutions. Again, this can be through a bespoke investment mandate or via one of our unit trusts or OEICs. Our wholesale business development team will be happy to discuss our services in more detail with you.
Private investors are able to access our funds through an independent financial adviser.