We offer investment management and cash management solutions for Personal, Corporate, Charity and Trust clients, with a wide-range of products and services. Moreover, the main cash management service of the group, Cascade, allows you to access the best interest rates available across mainstream providers in the market. Cascade optimises your cash holdings and provides you with the security of the Financial Services Compensation Scheme by spreading your cash holdings across regulated institutions, thus lowering your counterparty risk.
We develop relationships that make a positive difference in our investors' lives.
We provide outstanding offers and unsurpassed investment service that, together, deliver premium value to our investors
We exhibit a strong will to win in the marketplace and in every aspect of our business.
We are personally accountable for delivering on our commitments.
We're a performance driven investment management company committed to providing a first class service whilst always adhering to our values and principles. We endeavor to deliver performance whilst displaying enthusiasm and industriousness across all of our activities and conducting ourselves at all times with poise, professionalism and purpose.
Our core Values and Principles remain reassuringly consistent and relevant throughout this process.
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