Direct Equities & Advisory Stockbroking
Our direct equities offering allows clients to hold high-quality businesses directly. This service is designed for individuals who value access to experienced advice, or who want an execution-only service.
We give you the opportunity to trade in direct investments such as equities, corporate & government bonds, offshore funds and investment trusts both in the UK and Internationally.
Decisions led by research
Our recommendations are backed by proprietary research and rigorous analysis, ensuring evidential support for trade decisions. This includes:
- Fundamental analysis and business quality
- Sector and thematic research
- Access to independent research houses
Tailored Mandates
With these services, you will still be able to take full advantage of our investment expertise, whenever you choose. Portfolios are built around:
- Clear investment rationales for each holding
- Bespoke risk mandates
- Ongoing suitability within your portfolio
We offer flexibility when it comes to how portfolios are managed
Advisory Basis
Decision making is underpinned by collaboration. Recommendations and discussions are consulted with you first before any decision is made.
Discretionary basis
Buy and sell decisions are executed within an agreed framework between you and your investment manager.
Want to find out more?
Get in touch
If you have any questions or would like to talk about our products or services, one of our expert team would be delighted to answer your call or email.