Contact us

Last updated 27 October 2026

We work with a small number of families, on purpose, and most of them were introduced by someone we already look after. We’d rather have one long conversation than a quick pitch, so a first meeting usually takes about an hour. It covers three things: what you own now, what you’re allowed to own, and what you want your money to do for you.

If someone we look after suggested you get in touch, mention their name when you write. If you found us some other way, that’s fine too.

If your employer limits what you can own

Tell us at the first conversation. Audit firms, banks and asset managers each have their own list of investments their people can’t own, and their own approval process. Your portfolio has to be built around it from the start, not fixed afterwards. We keep your list, check every trade we suggest against it, and file the approval paperwork with each instruction.

What we’ll ask for

• A recent list of your holdings from your broker. A CSV file is enough, and it never leaves our systems.
• Your employer’s current restricted list and approval rules, if they apply to you.
• Whether you live off the portfolio, how much you take out, and for how long.
• Anything you can’t sell, and why.

What we won’t ask for

We won’t ask for your broker login or password, and we never hold your money. Your accounts stay in your name at your own brokerage. On the managed service, trades are placed under a limited trading permission you sign. On advice only, you place every order yourself.

Press and research questions

Our published research is listed in the research section. To quote or reuse any of it, email us at the address above.