investments
Managing investment portfolios is a core part of our business. We work closely with our clients to make certain that our advice fully reflects their circumstances and objectives.
Our robust investment process ensures that we have identified and fully agreed the level of investment risk to be taken and that the investments we manage remain within this remit.
We advise on a full range of investments, from cash deposits and tax-efficient investments to pooled investments and more complex investment structures. Where appropriate, we can provide access to discretionary portfolio managers, enabling us to offer the best of both worlds to our clients.
related news, events
and publications
news
23rd March 2011
cash clinic: pensions pain as firms are forced to cut their cloth
The Scottish private client and financial services team answer your queries, this week: the motives behind restructuring a pension scheme and how this may impact on your pension
18th December 2010
cash clinic: much to consider before renting out your property
The Scottish private client and financial services team answer your queries, this week: the factors to consider before renting out your property.
corporate brochure
contacts
Scotland
Edinburgh
Glen Gilson
dt: +44 (0) 131 222 9836
df: +44 (0) 131 222 9800
m: +44 (0) 7733 318 175
e: Glen Gilson
