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.
Harvesting high yields with CoCos
A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns.
An asset class for all seasons
A large and diverse investment universe
Non-traditional investment strategies designed to diversify sources of return.
Our capabilities span across a range of equities and specialist areas.
Flexibility is at the heart of our approach.
A carefully honed approach to diversification.
Managed by a highly experienced independent team.
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Joe is a Credit Analyst in the Fixed Income team.
Joe began his investment career in 2016. He has a degree in Economics & Management and holds the CFA UK – Investment Management Certificate.