Telephone: 0151 236 8200


Our 'in-house' Research Department supports account managers with research on equities, bonds, collective funds and alternative investments.

We identify four broad asset classes of investments to include

  • Equities
  • Fixed interest
  • Alternative Investment
  • Cash

The Research Department monitor and update an ‘Authorised List’ of approximately 200 investments across the different asset classes. These investments form the core of managed clients’ portfolios with the mix altered to reflect the appropriate asset allocation and risk profile for that particular client.

The Research team continuously presents investment ideas to our account managers. Regular meetings are held with the management teams of listed companies as well as representatives and  managers of collective investment funds. This direct contact enhances our ability to identify investment opportunities.

A daily investment meeting provides a forum in which to discuss the economic and market backdrop, updates on company results and news, as well as recommendations and guidance on asset allocation both geographically and by sector.