The obvious statement is that investments should meet the expectations of the client – we however extend that thought process to include:

  • Overall portfolio management.
  • Immediate and long-term tax treatments.
  • Short and long-term volatility.
  • Flexibility to convert to cash deposit.
  • Use of trusts where appropriate.
  • Off-shore planning when appropriate.


Please contact us for further information.


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Meeting our obligations under the Revised Shareholder Rights Directive II (SRD II)

We are required by this Directive to explain whether or not we have an engagement policy in relation to the companies we invest in, where the companies’ shares are admitted to trading on a regulated market. As the proportion of shares we hold in investee companies is much lower than those held by large institutional investors, we are not able to engage with investee companies to the extent envisaged by SRD II. We do not therefore have a formal engagement policy.