Investment management

In an increasingly commoditised world we offer a bespoke management service to complex multi-jurisdictional clients, including direct access to the investment manager responsible your portfolio.

As one of the UK’s leading independent private client wealth managers with growing funds under management our family office clients benefit from the extensive experience we have accrued helping protect and enhance client capital since 1881.

The core of our investment service is discretionary portfolio management in the form of direct equity and bond investment. We also offer a managed funds service, advisory broking and alternative strategies based on absolute returns.

We appreciate that there are different approaches to investment, but in the broadest sense, we are conservative investors, conscious that real capital preservation is a priority for most families. However, our flexible approach means that we often accommodate investment briefs that fall beyond more conventional remits.

How we help

  • Discretionary and non-discretionary portfolio management
  • Direct equity and bond investment
  • Managed funds services
  • Alternative strategies based on absolute returns
  • Investment process and portfolio administration
  • Investing for children and grandchildren
  • Inheritance tax
  • SIPPs and ISAs

Our bespoke investment management services for families can be provided as part of our overall family office offering or as an individual element.


Investment does involve risk. The value of investments can go down as well as up. The investor may not receive back in total the original amount invested.

Contact us

Peter Fernandes profile image
Peter Fernandes

Head of Private clients investment management London +44 (0)20 7131 4695

Contact us

Chris Kenny profile image
Chris Kenny

Partner London +44 (0)20 7131 4680

Contact us

Charles Gowlland
Charles Gowlland

Partner London +44 (0)20 7131 4635

Related content

Our investment philosophy

Developing and maintaining strong relationships with our clients to preserve and growth their wealth, is at the core of what we do. We can only help you reach your financial goals when we have a thorough understanding of your needs and aspirations.

Private banking

You can have access to day-to-day transaction and cash management facilities to supplement your investment portfolio. 

Our investment process

Your investment manager builds and manages your portfolio with support from teams working on asset allocation, risk analysis and equity research. Your portfolio is regularly reviewed and refined to ensure it matches your requirements. 

Family Office Services - Heritage


For over a century we have been managing the financial affairs of private clients and their business interests.

Portfolio image

Reporting and portfolio administration

We keep you up to date with the performance of your investments, while minimising your paperwork. 

Investment Outlook January 2019

Investment Outlook January 2019

Looking ahead to 2019, the global economy is undergoing growing pains.

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