advisory & discretionary management
Implementing long-term investment strategies designed to protect capital and generate performance.
Investment Advisory. You stay in control of your decisions. We help you achieve your investment goals by employing an approach based on transparency, simplicity and consistency.
Discretionary Portfolios. We offer personalised investment portfolios for long-term investors seeking both income and capital growth.
Investor and Director
A career spanning 25 years as an analyst in investment banking at UBS, Bankers Trust and Deutsche Bank. Over the last ten years, Barry has managed and advised on global portfolios for charities, family offices and pension funds.
Based on the rural Essex/Suffolk borders, UK.