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.
An active, high-conviction approach designed to maximise opportunities no matter the outlook.
Access one of the fastest-growing fixed income sectors of the past decade.
Investing in environmental solutions.
A strategy that uses dynamic and speedy asset allocation to target risk-adjusted returns and small drawdowns.
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.
Download our full range of literature items.
David is an Investment Manager in the Independent Funds/Merlin team.
David began his investment career in 2006. He is a chartered fellow of the Chartered Institute for Securities & Investments and is a CFA® charterholder.