Our principal activity is the management of clients’ capital on either a discretionary or advisory basis.
Our clients are individuals, family trusts, charities and pension funds (usually SIPPs). All client capital is managed by a partner in the firm.
Few investment management firms now provide this service.
We work closely with private client solicitors and executors, many of whom appreciate that we are best-placed to carry out this element of probate work efficiently and economically.
This commonly involves the registering of probate, obtaining indemnities, transferring holdings and re-issuing of dividends, to name but a few of the tasks involved.
However, we can also deal with more complicated matters including foreign assets, Medallion Stamp Guarantees and Australian Indemnity Bonds etc.
In short, we deal with as much or as little of the process as a solicitor/executor may wish.
“Capital should never be automatically invested; cash should be regarded as dry ammunition to be deployed on worthwhile ideas at sensible prices.”
