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Our reputation and success have grown year on year. Now, in the UK and Europe, we are proud to manage and administer £33.7bn of assets (as at 31 December 2023), so you can be confident your wealth is in safe and expert hands. Our core wealth management services include portfolio management, broking services and wealth planning. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure.
this provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time, we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.,

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