For over 35 years we’ve aimed to make a positive difference for our clients by helping them achieve their long-term investment objectives through high conviction, active management.
We follow a set of principles that guide us and underpin the way we do business. Our most important principle is to put our clients at the heart of everything we do.
Our approach to ESG is focused on investing our clients’ assets responsibly to enhance returns.
A flexible global bond fund with the freedom to invest in many different parts of the market.
In harmony with people and the planet
Access one of the fastest-growing fixed income sectors of the past decade.
A genuinely differentiated fund blending exposure to gold and silver bullion, and gold and silver mining equities.
A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns.
An active, high-conviction approach designed to maximise opportunities no matter the outlook.
Non-traditional investment strategies designed to diversify sources of return.
Flexibility is at the heart of our approach.
Our capabilities span across a range of equities and specialist areas.
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George is an Investment Manager in the Independent Funds/Merlin Team.
George began his investment career in 2018. He has a degree in history and is a CFA® charterholder.