We offer Investment Reporting and Investment Advice to corporate trustees, fund managers, charities and private clients around the world.

Our Services

Investment Reporting

Managed Portfolio Services

Investment Consultancy

Group Board of Directors

The Board and our exceptional team have continued to drive the business forward since inception in 2005.

Lyndon Trott

Lyndon Trott

Non Executive Chairman

Tom Wiseman

Tom Wiseman

Chief Executive Officer

James Painter

James Painter

Non-Executive Director

Justin Simpson

Justin Simpson

Chief Operating Officer

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