We spent much of 2017 researching our long-term succession planning. It was vital to find an organisation who had comparable values and could provide complementary expertise and resources. In particular, we wanted to be able to offer a dedicated and proactive investment management service. We were also looking for technical, administrative and regulatory support, increasing the time available for us to spend with clients.
These are our values. They were our values when we first opened the doors in 1982 and they always will be.