A proactive, high touch and entrepreneurial service

By focusing exclusively on investment companies, we offer deep sector expertise to support clients throughout market cycles. We cultivate strong, long-term relationships with a diverse range of clients, from global asset managers to specialist boutiques, and we remain committed to driving innovation and exploring new asset classes and ideas to match our clients’ ambitions.

We provide our clients with honest, commercial, and insightful advice, coupled with thorough execution. Our comprehensive range of services includes:

Sales, Marketing and Promotion: We market and promote listed funds to a very wide range of investors, including wealth managers, funds of funds, multi-asset managers, pension funds and family office, both large and small, in London, throughout the UK and beyond. We have an active regional investor access programme and also advise on multiple channels of engagement, including to retail platforms.

Research: We adopt a tailored approach to promoting the virtues of our clients, in both written and video format. We utilise both our inhouse sector specialists and partner with outsourced providers. Our aim is to recognise the individual requirements of our clients and maximise impact to their differing shareholder bases.

Fundraising and Corporate Advice: We offer guidance and strategic advice on Premium Listings and the Specialist Fund Segment (SFS), covering IPOs, introductions, capital raising, mergers and acquisitions (M&A), corporate reorganisations, and shareholder activism.

Market Making: We focus our making markets efforts on our clients and trade with the vast majority of wealth managers and retail platforms. Our experienced team deliver market insight with bespoke advice and strategies.