Market outlookScroll to explore
Performance you can check for yourself
Our trading account is tracked on Myfxbook, which reads results directly from the broker rather than relying on figures we report ourselves.
- Total gain
- +40.1%
- Monthly average
- +1.41%
- Maximum drawdown
- 6.8%
- Winning trades
- 64%
- Profit factor
- 1.87
- Trades
- 1,284
Cumulative gain
October 2024 to September 2026View on Myfxbook
One mandate, run in the open
What we do
A discretionary mandate
You appoint us. Nothing for you to watch.
Where it sits
Segregated and reported
Your holding, tracked separately within the fund.
How you check us
Verified in real-time
Track performance live against the real market.
To begin
£10,000
The typical opening balance, with thirty days' notice to withdraw.
Our philosophy
Wealth takes a lifetime to build and a single season to lose. Everything we do begins there.
A relationship built in four considered steps
There is no sales process and no product to sell you. Just a clear route from a first conversation to a plan you can rely on, and the same people beside you after that.
An unhurried first conversation
We begin with you rather than your portfolio: what you have built, who depends on it and what you want it to make possible.
Complimentary, with no obligation
Your plan, in writing
We model your finances across the decades ahead, test them against poor markets and long lives, and agree the few decisions that matter most.
Typically within four weeks
A portfolio built around the plan
Your money is invested to the plan’s timescales, with what you cannot afford to lose protected first.
Discretionary or advisory
Stewardship, for the long run
Regular reviews, clear reporting on costs and returns, and a named adviser who picks up the phone when you call.
For as long as you need us
The Growth portfolio, anchored in CFDs
A concentrated strategic allocation built around CFDs and a meaningful cash reserve, then adjusted for your tax position, income needs and existing holdings.
Strategic allocation
Objective
Grow wealth over the long term through a core holding in CFDs, with cash kept on hand for flexibility.
Risk indicator
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Lower riskHigher risk
Asset allocation
| Asset class | Target | Permitted range |
|---|---|---|
| CFDs | 70% | 65–75% |
| Cash | 20% | 15–25% |
| Global equities | 5% | 0–10% |
| Alternatives | 5% | 0–10% |
Illustrative strategic allocation, shown for discussion only. Your portfolio is built around your own circumstances. The value of investments can fall as well as rise and you may get back less than you invest.
Latest thinking
Market outlookBegin with a conversation
Tell us a little about yourself and what you would like to discuss. An adviser will reply within one working day.
- Visit
- London, by appointment
- Hours
- Monday to Friday, 8.30am to 6pm
- Minimum
- Typically £10k in investable assets