Individually managed, bespoke accounts

Paul Brownsey(L) and John Berry (R) Lake 2012.jpg

We offer a separate account service to institutions and qualified investors with $5m+ to invest.

Security of investments is paramount. Our corporate trustee provides independent custodial infrastructure.

Our expertise is building low cost, transparent and diversified portfolios in international asset classes.  We also focus on currency management.

Each mandate is governed by a Statement of Investment Policies and Objectives (SIPO) agreed with the client.

Please contact Paul or John if you would like to discuss an individually managed account.